Showing entries with the topic “Investments”.
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Sep 2019Chart of the Month: The Probability of a Recession in the Next 12 Months is Rising
While U.S. growth has been remarkably resilient to trade uncertainty, low inflation, and slower global growth, a probability model used by the N.Y. Fed to calculate the odds of a recession in the next 12 months has risen substantially in recent months.
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Sep 2019Case Study: Focused on Fees, Fairness, and the Future
Learn how WPI's focus on reducing fees, fairly allocating costs, and structuring their plan thoughtfully has helped to position their employees for successful retirements.
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Sep 2019The 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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Aug 2019Positioning 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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Aug 2019Case 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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Aug 2019Chart of the Month: Is it Time to Start Worrying about the Housing Market Again?
With house prices outpacing incomes and the market bracing for an economic slowdown, is time to start worrying about the housing market again?
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Aug 2019Fiduciary Breach Lawsuit Issues Explored - Topic #3: Too Many Investment Options
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of too many investment options.
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Jul 2019Dividends 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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Jul 2019Chart of the Month: Can Mid-Cycle Rate Cuts Renew the Bull Market?
Slowing global growth, muted inflation pressures, and escalating trade tensions have led investors to wonder whether the Fed will cut rates as “insurance“ against rising recession risks.
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Jun 2019Chart of the Month: The Yield Curve is Flashing a Warning Signal
Every recession in the last 50 years has been preceded by an inverted yield curve. So, while economic indicators remain strong, the latest inversion of the yield curve may be sending a warning that an economic slowdown could be coming.
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