The U.S. economic expansion continued into its tenth year as the nation’s second-longest expansion on record. Real GDP grew at a 4.2% annualized rate in the second quarter, the most recent available. The economy was powered by robust consumer spending as well ...
I am writing this blog post on the 10-year anniversary of the beginning of the great recession of 2008. On Oct. 9, 2007 the Dow ...
What is a mutual fund expense ratio? Well, we know that an expense ratio of a mutual fund is the fee you pay, expressed as a ...
Late last year, MSCI and S&P Dow Jones Indices announced changes to their Global Industry Classification Standard (GICS®). ...
Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut ...
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Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...
It is challenging to compare fees within stable value pooled fund products. The level of transparency differs for each manager as ...
Over the summer, I have been working on a handful of pieces related to pricing in the defined contribution recordkeeping ...
Once upon a time, asset custodians and recordkeepers were selected based on the quality of the investment products they managed ...
The Federal Reserve (Fed) began raising the Fed Funds Rate, which is the benchmark interest rate banks charge one another for ...
In this, our second in the series on factor investing (you can find the first blog here), we dissect the return premium inherent ...