In recent requests for proposal (RFPs) that we have responded to for prospective clients, I have noticed an increase in the number of plan sponsors asking us about 3(38) investment manager services to their plan. In many cases, the questions appear to be ...
The U.S. economy plodded along at an annualized rate of 1.4% in the first quarter. This is consistent with the late stage ...
We assign funds to any number of categories for comparative purposes: large cap or small cap, foreign equity or domestic, value ...
Did you know that about 40% of the gain from the FTSE Russell 1000 Growth Index for the first five months of 2017 was from six ...
As predicted, the Federal Open Market Committee (FOMC) raised the federal funds rate by 25 basis points (bps), now 1.00% to ...
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My career, and the careers of many of the employees working in our office, is dedicated to helping design and maintain effective ...
The turnover ratio is a rather mundane statistic that tends not to attract much notice until we see an outlier, such as 293%. In ...
Lately, I’ve been asked a lot about the difference between an ERISA 3(21) and a 3(38) investment fiduciary.
Rebalancing is the practice of getting your portfolio asset allocation back to strategic targets. This is largely done for the ...
Here at Multnomah Group, we believe it’s never too early to start teaching children about smart money management and how to ...
Over the past several weeks I have been working on a broad fiduciary audit of a retirement plan to assist their committee in ...