The turnover ratio is a rather mundane statistic that tends not to attract much notice until we see an outlier, such as 293%. In reality, turnover is an important component of our proprietary mutual fund scoring metric, where it stands as proxy for trading ...
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 ...
Looking back at 2016, it was quite a financial roller coaster. For the first six weeks of 2016 as the market rapidly declined, it ...
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After a strong third quarter, the U.S. economy advanced at a more moderate pace, growing at an annualized rate of 2.1% in the ...
Many times, plan sponsors and their service providers put all of their energy into enrolling and educating new participants about ...
Market pundits often react to market action, seemingly providing schizophrenic predictions of future market returns. Since ...
“Do we have any socially responsible funds within the plan?” The question usually comes to us from the human resources department ...
Multnomah Group is pleased to announce the firm has been included—for the second consecutive year—in the 2016 Financial Times 401 ...
Today we are excited to announce the rollout of our Participant Services solution, a comprehensive financial education and ...