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1st Quarter 2013 Economic & Market Review

…Capital (“BarCap”) U.S. Aggregate Bond Index (-0.1%) faired better than the BarCap Long Government/Credit Index (-2.0%), but trailed the BarCap “B” High Yield Index which produced a gain of 2.7% in Q1. Money market funds again produced returns near zero and continue to lose ground…

1st Quarter 2015 Economic & Market Review

Funds Rate will be based on inflation measures. Outside of the U.S., the European Central Bank announced that its quantitative easing methodology would entail monthly asset purchases of roughly $70 billion through the third quarter of 2016. Globally, India is supplying attractive growth rates in…

Retaining Millennials in the Workplace: Boost Benefits

funds by the year 2034, about eight years before the first millennials are set to retire. A millennial is really relying on two things. Number one, does his or her employer have a 401(k) plan? Number two, is there a matching contribution? I firmly believe…

The Role of the Federal Reserve in Retirement Investing

After a long period of low interest rates, the Federal Reserve (Fed) has raised its federal funds rate twice since late 2016. Most analysts believe there will be at least two more rate hikes in 2017. What does this portend for individuals investing near or…

The Loan They Never Take May Make All the Difference

…participant loans and hardship withdrawals point to another problem – namely that too many people don’t have savings or emergency funds outside of their company’s retirement plan account. It’s no wonder that too often they look to their retirement account in times of financial stress….

The Uncertain Future of the PBGC

funds from PBGC’s single-employer program to the multiemployer program, and would impose a cumulative cap on tax-preferred retirement savings and retirement accumulations. In addition to the obvious “borrowing from Peter to pay Paul” principle at play here – rarely a good idea in the long…