Posted by Richard on February 10, 2016
Financial resolutions often fall prey to the same procrastination that hinders personal aspirations. Yet current volatility in the financial markets along with other unsettling factors such as the impending presidential election and widespread geopolitical unrest may have led investors to pause, rethink their financial situations, and set new expectations for the future. Resolutions typically fall […]
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The heightened volatility that has afflicted the U.S. stock market for the past several months points out the potential benefits of active portfolio management. What distinguishes an active investment style from a passive style — and what benefits may active management provide in a volatile market? Dueling Styles Because active managers may rely on market […]
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The Federal Reserve has set the wheels in motion and for the first time in nearly a decade, interest rates are on an upward trajectory. The initial hike was a modest one quarter of one percentage point — not a game changer for most investors or consumers. And from what Fed Chairwoman Janet Yellen telegraphed […]
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Once a retirement savings plan has been approved and is in place, it’s tempting for a plan sponsor to sit back and adopt an “I’m done,” hands-off attitude. However, to ensure that a plan continues to operate effectively, employers should periodically review plan provisions and features. Here is a brief checklist of key points to […]
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