Occasionally, we are asked about the use of custom portfolios, whether target date or target risk portfolios, for use in defined contribution plans. This blog post discusses both the reasons for and considerations that committees need to explore before ...
Multnomah Group’s investment philosophy rests heavily on the belief that “beating the market” is exceptionally difficult. Our ...
Morningstar recently published their review of the target date product marketplace through 2017. Since 2008, target date mutual ...
On April 23, 2018, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued the Field ...
We all intuitively know that picking actively-managed mutual funds solely based on past performance is a bad idea. In fact, ...
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As a retirement plan advisory firm, we devote a significant amount of time to assisting plan sponsors in the selection and ...
The Chicago Mercantile Exchange (CME) provides a continuously updated look into the implied probability of policy changes from ...
As the reliance on defined contribution plans for retirement security continues to grow, participants are required to make ...
2017 was one of the least volatile years on record for the U.S. equity markets. The average daily level of the VIX, a measure of ...
We all have heard that the U.S. stock market has historically produced an annualized return of 8%. This 8% is used as the input ...
Clients often wonder why we Watch List plan investments rather than automatically recommending funds for removal, particularly ...