Investing

Fidelity reports it has seen unprecedented growth in women opening new retail investing accounts, plus a record-high average of 9.2% contributions to DC retirement plans.

In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the year that ended June 30th.

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.

Net trading activity nearly doubled last month, according to the Alight Solutions 401(k) Index. 

As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on the effects of growing wage pressure and the competition for labor.

Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.

Investment experts said changes in supply and labor, rising wages and housing prices are key trends to keep watching, along with ESG investing and cryptocurrency.

Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity risk.

Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.