
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.

In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.

529 Flows Dip to $1.5B, But Still Strong Amid Market Volatility
As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with $411 billion in assets, according to data from ISS Market Intelligence.

Alternatives Shine for Asset Managers Amid 60/40 Volatility
After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.

Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility
According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.

Volatility, Inflation and Stagflation Concerns in Context
Inflation Figures and Volatility Expectations Confront Investors
While supply chain bottlenecks have lasted longer than initially expected, LGIMA says it believes inventories will eventually catch up as demand moderates.
Institutional Investors Remain Confident Despite Renewed Volatility
They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual investors.
Volatility in Focus as Markets Swing on U.S., Global Headlines
It is always tempting for long-term investors to get caught up in weekly market moves, but experts continue to stress the importance of maintaining a strategic perspective and avoiding emotional and overly reactive decisions.
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
How COVID-19 Volatility and Near-Zero Rates Benefit Annuities
In the current market environment, safe assets simply do not pay what they once did, but that doesn’t mean annuities have become less attractive. In fact, on a relative basis, annuities currently make a lot of economic sense.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Could Market Volatility (or Recession) Disrupt Record M&A Activity?
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.
Investors Should Treat Coronavirus Effect Same As Other Volatility
“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that cool heads typically prevail,” analysts say.
401(k) Investors Increase Trades Amid Volatility
Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Increased Volatility Projected for 2020, but No Recession
Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
Despite the Volatility, Market Experts Shy Away From Predicting Recession
Brexit uncertainty. An inverted yield curve. A burgeoning trade dispute between the U.S. and China. Slowing global growth and shifting currency valuations. Is it all enough to spark a recession?