A blog by Scott Stone, CFA, FLMI Senior Vice President & Chief Investment Officer Bonds can be an important component of a portfolio’s asset allocation strategy. Understanding the nuances among the different types of bonds and the role they play in portfolio composition is key…
…economic and financial market blogs to Pentegra’s Talk to a Specialist website and the financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock screening for mutual fund products. Prior to Mr….
…it comes to finances, and especially your retirement savings and investment strategy. In the world of 401(k) plans, all too often we see anchoring occur, and not in a good way. The classic example is the “set it and forget it” mentality that many participants…
Investment Strategy Learn more about the best investment strategy for you when it comes to your retirement plan. Building an Investment Strategy How Exposed Are Your Retirement Savings to Market Risk? Stay the Course in Uncertain and Volatile Times The Many Faces of Risk Money…
Each year nondiscrimination testing must be performed on your Defined Benefit Plan. Do you have a strategy in place? The right plan design strategy can address potential testing failures. Join us on as we provide insights into what’s involved with nondiscrimination testing and what you…
…strategy, which relies on target-date funds. Basing your savings strategy on or around your expected target retirement date will provide your investment professional with invaluable guidance in designing your investment plan. The difference between a target date of 2020 versus 2025 can have a significant…
…rebalance your account periodically so that you don’t stray too far from your asset allocation goal. Do not put all of your eggs in one basket. With retirement assets, diversification is key. Speculating on large returns by relying on one type of investment can be…
…financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now…
…Mr. Slade is also a frequent contributor of economic and financial market blogs to Pentegra’s Talk to a Specialist website and the financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock…
…remember that it is never too late. If possible, increase your 401(k) savings rate every time you get a pay raise, no matter what. Review your portfolio regularly. Asset allocation decisions are among the most important that you can make. Studies have shown that asset…
…cost effective contributor to current and future initiatives. One example of this coordination is “infrastructure asset recycling”. Infrastructure asset recycling involves the government raising funds through the sale or lease of public assets, such as roads and airports, to the private sector. The funds received…
…the level of transparency required to be disclosed by RoboAdvisors to investors. This may result in allocations to asset classes which are not compatible with an investor’s investment knowledge or sophistication. ETF and Fund Flows: Stock and Bond ETFs, which are used frequently in RoboAdvisors’…