by Matthew Spay | Dec 21, 2017 | Blog
Posted on September 1, 2017September 1, 2017 by retirementtimesnewsletter In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t socking away enough. In fact, many weren’t...
by Matthew Spay | Dec 19, 2017 | Blog
Posted on September 1, 2017September 1, 2017 by retirementtimesnewsletter Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for...
by Matthew Spay | Dec 14, 2017 | Blog
Posted on August 1, 2017 by retirementtimesnewsletter Return-based style analysis (RBSA) draws from Bill Sharpe’s style analysis model, which stipulates that a manager’s investment style can be determined by comparing the returns on a portfolio with those of a certain...
by Matthew Spay | Dec 12, 2017 | Blog
Posted on July 31, 2017 by retirementtimesnewsletter Many people use plan-level rates of return to determine the quality of an investment lineup. However, several variables may impact plan-level rates of return making them not as useful as a plan management tool. They...
by Matthew Spay | Dec 7, 2017 | Blog
Posted on August 1, 2017August 1, 2017 by retirementtimesnewsletter If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an...
by Matthew Spay | Dec 5, 2017 | Blog
05Posted on July 31, 2017 by retirementtimesnewsletter For most employees, qualified retirement plans are a critical component of their retirement savings strategy. For others, qualified plans place restrictions on their utilization of such plans, so they have to look...
