Tag: Performance

2021 Was Another Banner Year for Retirement Savers

Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year, even as a recovering economy faced some key pain points, according to new data released by the Investment Company Institute.

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Inflation Pressures and Real Estate Opportunities

Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations, creating a “sweet spot” for investment in core real estate.

Making Sense of the Interest Rate Evolution

The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much is clear in early 2022, but what comes next for the markets and the economy is not.

Basic Market Lessons Reinforced by 2021

Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite the efforts of policymakers.

The Bond ‘Misclassification’ Debate

Accusations about overblown bond ratings, by Morningstar, still need to be proved, advisers say. But, if true, this could affect investor capital flows and the amount of risk that bond investors take.

The Art of Comparing TDF and Balanced Fund Performance

The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.

Seeing the Bigger QDIA Picture

Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.