As of January 2020, our team has chosen to broaden our Investment Evaluation Process of investment managers to include the fi360 Fiduciary Score®. Why? We feel that as a Fiduciary to our clients, we ...
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Retirement plan fiduciaries have the important decision to make on how to design, implement, and monitor the investment lineup offered to participants. The number and what types of investment choices ...
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Over the tenure of our firm, our clients have been raising the question whether index funds in their allocation of investable dollars are a positive or a negative in their impacts to capital markets, ...
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Investment portfolio construction is frequently debated specifically around utilizing active funds, index funds, or both. Within defined contribution employee-directed retirement plans, we believe it ...
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2017 was the Goldilocks Year, but what about 2018? There have been two important drivers for the strong equity rebound in 2017. First, dovish central bank policy and a weaker US dollar have resulted ...
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The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last? June marked the 10th anniversary of the beginning of the Financial Crisis. In June 2007, ...
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A Trump Bump and Growing International Economic Confidence: The first quarter of 2017 was dominated by political headlines and firming economic data globally. Risk assets continued to outperform ...
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A main source of concern for plan sponsors we work with and talk to is the quality of their investments within their retirement plan. Retirement plan fiduciaries frequently express their lack of ...
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It seems that daily there is more litigation news that alleges employers violated their fiduciary duty to prudently select and monitor the investment options offered in their 401(k) or 403(b) plan. ...
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