Wednesday, February 10th, 2021 A topical newsletter from PLANADVISER Funds in Focus Greetings PLANADVISER readers. Skilled retirement plan advisers know that a successful retirement strategy is about much more than investments. However, a well-crafted and efficiently priced investment menu is one of the foundations to a stable financial future—as is a steady hand at the wheel during turbulent periods in the markets. Collected below are some recent articles and research reports putting Funds in Focus. We hope you share some of what you read with a client or colleague. The Markets Commitment to Low Rates Eases Stock Bubble Fears (for Many) Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as they have ever been. The Markets Potential for New Federal Stimulus Reshapes 2021 Market Outlooks The slow but steady distribution of coronavirus vaccines in the U.S. and other developed nations is also having a favorable impression on the equity markets, but serious risks remain.  The Markets Market Watchers Hope Steadier Leadership Will Propel Growth Speaking on the day of Joe Biden’s inauguration as the 46th U.S. president, sources say the markets and the economy should benefit from steadier, informed leadership. Client Service Best Candidates for Annuities Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best. The Markets The Future of the 60/40 Portfolio Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components. The Markets Remember to Give the Gift of Rebalancing As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility. research 2020 PLANADVISER DCIO Survey Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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