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Can US Value Stocks Make a Comeback?

…have been dominant players in their industry. They were dominant before the Covid-19 pandemic in early 2020. Since then, these stocks have retained their leadership in the virtual “work at home”, “stay at home” pandemic environment. Conversely, industrials, which have a high representation in the…

What’s Really New About Investment Outsourcing?

…in Pensions & Investments, the OCIO market is nearly $1 trillion in size, a huge number for an industry that barely existed before 2008. Investment managers have taken notice of this huge growth with a doubling of the number of firms offering this service in…

Pentegra at 75: Still Going Strong

industry. Unfortunately, something else that has not changed is most Americans’ attitudes towards saving for their golden years. “Save early and often” is one of our mantras, but time and again we see reports saying that for many people – especially those in the millennial…

Understanding Asset Classes

…one company or in one industry will affect the fund as a whole. Even so, investors should be aware of the volatility of stock funds and the potential for loss of principal. WHAT KIND OF INVESTOR SHOULD CONSIDER STOCKS? Stocks may be a good option…

When Black Swans Appear in Financial Markets

…At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences.  …

PENTalk™ – Driving Successful Outcomes with Pentegra’s Education Tools

…successful retirement plan outcomes, as we explore subjects including: Defining success – What makes a great retirement plan? Benchmarking your plan – How do your plan’s utilization and metrics measure up against the industry? Next steps – Converting a well-designed plan into a secure retirement

Medicare For All: The Discussion Heats Up

…such as health care), one should be careful not to “cherry pick” data points either supporting and opposing M4A. Further studies and discussion will be necessary, as well as navigating politics and the clout of industry groups such as insurance companies and hospitals. However, it…

Mergers and Acquisitions

Mergers and Acquisitions Everyday companies large and small make decisions to combine forces. In fact, in 2017, more than 15,000 companies announced a merger or an acquisition. And it probably won’t surprise you, but M&A activity spans all major industry sectors and nearly all geographies….

Tales of 401(k) Administration Gone Awry – Part 1

…less than useful. Instead, clients want to know how we in the retirement services industry can help them not to screw things up – and how we can help when they do. What sometimes gets missed is that a company’s 401(k) plan administrator is, in…