Forward Thinking

Timely topics with plan fiduciaries in mind.

Home Country Bias
Investment Consulting

Home Country Bias

According to the 2017 Investment Company Fact Book published by the Investment Company Institute, investors’ capital in defined contribution and other retirement plans held $7.6 trillion or 56% in U.S. or global equity funds. Out of this $7.6 trillion, $5.9 ...

3rd Quarter 2017 Market Update

3rd Quarter 2017 Market Update

The U.S. economy grew at an annualized rate of 3.1% in the most recent quarter, recording its quickest pace in more than two ...