As the reliance on defined contribution plans for retirement security continues to grow, participants are required to make complex decisions about the management of this important asset. Many participants feel ill-equipped to manage their accounts, and in ...
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 ...
Fidelity made headlines last week by announcing they were going to start charging a plan service fee on assets invested in ...
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The U.S. economy grew at an annualized rate of 3.2% in the most recent quarter, the fastest pace in more than two years. The ...
2017 was yet another banner year for investors with the Standard & Poor’s 500 Index providing a total return of 21.8%. This ...
The investment process and portfolio construction go hand-in-hand as the test of a manager’s investment philosophy. The process ...
What is Multnomah Group looking for within a mutual fund’s team structure? There are no hard and fast rules for how a team should ...
According to the 2017 Investment Company Fact Book published by the Investment Company Institute, investors’ capital in defined ...
BlackRock, the large investment company based in New York, recently slashed prices for many of their passive index offerings in ...