Like a closet that isn’t reorganized from time to time, a portfolio that isn’t reviewed regularly can leave you feeling like the pieces no longer fit. Last year, for example, stocks, as measured by the S&P 500 had annualized returns of 13.69%.1 U.S. investment grade bonds gained 5.97%, while international stocks declined -4.49%.1 Given this […]
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Defined contribution plan sponsors are rethinking ways to improve investment offerings in an attempt to elevate retirement outcomes for plan participants. The Towers Watson 2014 U.S. Defined Contribution Sponsor Survey revealed a few key themes. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-401K-form-stick-figure-holding-a-golden-key-in-front-of-a-gold-2015-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Improving Portfolio Diversification Historically, DC investment options have leaned heavily […]
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