Tag: Performance
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...
A Markedly Positive Mid-Year Market Check-In
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half...
A New Telling of the Story of Persistent Inequality
The interest rate regime embraced to combat strong inflation of the mid-1970s and early 1980s has had unintended consequences—including the...
$35 Trillion in Retirement Savings Tells a Tale of Two Economies
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans...
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to...
Some Experts Foresee ‘Supercharged’ Recovery Coming
Sources say 2021 was already coming together as a year of very strong economic growth, and with the passage of an additional $1.9 trillion in fiscal stimulus support,...
Senators Talk GameStop, Meme Stocks, Payment for Order Flow and More
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order...
For Pre-Retirees, It’s Always Important to Watch for Bubbles
While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns...
Commitment to Low Rates Eases Stock Bubble Fears (for Many)
Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as...
New DOL ESG Guidance Expected to Encourage More Plan Adoption
TIAA says a variable annuity and mutual funds that take an ESG approach are widely used on its retirement plan platforms.
Market Watchers Hope Steadier Leadership Will Propel Growth
Speaking on the day of Joe Biden’s inauguration as the 46th U.S. president, sources say the markets and the economy...
Remember to Give the Gift of Rebalancing
As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes...
Equity Market Records Always Raise Questions
In the same way that significant dips in equity prices cause head scratching and consternation, new market records also present a moment of pause, especially during a pandemic...
Vaccine Hopes Buoy Markets and Retirement Investors
Investment leaders say they are thrilled by the preliminary data being published about various coronavirus vaccines, and they have increasingly...
Investing Leaders Look Ahead to a Biden Presidency
With the Democratic nominee leading polls over the past several months, investors have had ample time to consider the potential impacts of a Biden administration, sources say.
Another Uneventful Fed Meeting Unfolds
As a highly contentious presidential election plays out in the U.S., the Federal Reserve is working to project a message of stability and consistency to support the markets.