Insights


Showing entries with the topic “Investments”.

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23

Sep 2019

The Race to Zero in Index Funds

The rush to adopt lower cost funds is one of the dominant investment themes of the decade, driven by investors’ new-found love for inexpensive passive investing in the aftermath of the financial crisis. How can investment managers sustain nearly-zero expense ratios and remain profitable?

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23

Aug 2019

Positioning a Portfolio for Recession

Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.

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23

Aug 2019

Case Study: Growth through Acquisition and the Impact on Retirement Plans

The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees

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22

Jul 2019

Dividends and the Power of Compounding

Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.

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