Are Investors Too Complacent?
The economic calendar is very light and interrupted by the mid-week holiday. We can always see volatility when volume is low, but many market participants will be on an extended holiday. This includes much of the A-team punditry, but someone will be left to fill the airtime.
Alternative ETFs Have a Bright Future
A recent study by New York Life highlighted rising interest among institutional investors in alternative ETFs, which can help to reduce fees and offer better liquidity than traditional hedge funds. ETFs have other benefits as well: transparency, flexibility to efficiently increase and decrease target allocations, reduced manager oversight, and reporting simplicity.
New Research on Factor Investing in the Bond Market
Factor-driven investing, while highly popular among equity investors, has not been widely adopted in the bond market. But new research shows how to construct highly efficient fixed-income portfolios using factors, as well as the ongoing importance of reducing expenses.
A Program for Boomers to Liberate Pre-Tax Assets
Baby Boomers are arriving at retirement with large accumulations that have not yet been exposed to federal income tax. I describe a program that synchronizes the distribution of pre-tax assets with availability of generationally-low tax rates, while keeping the dictates of Medicare, Social Security and the governing IRS tax code firmly in view.
Weighing the Week Ahead: All Eyes on Black Friday
The economic calendar is loaded with data and we have a holiday-shortened week. In some circumstances the many economic reports and the Washington stories would dominate. This week the market and economic context suggests a different theme.
Is It Time to Worry about Debt?
The economic calendar is normal with a focus on housing. Some will be parsing the Fed minutes while others watch the impeachment hearings. This week’s topic may not be a media focus for the week ahead, but it gets constant attention. With a government shutdown and the debt ceiling on the agenda, let’s seize the moment and ask: Is it time to worry about debt? I suspect that many readers believe it is way past time!
Weighing the Week Ahead: A Time for Investors to Act
The economic calendar is a light one in sharp contrast to last week’s. That was a good time to observe the market reaction to a wide range of news. Now is the time for investors to use the information.
Challenging the Conventional Wisdom about Target Date Funds
Advisor Perspectives recently surveyed over 1,000 advisors to learn how they evaluate target-date funds. Bob Huebscher, its CEO, will present some of the key findings from that research, which showed that advisors are willing to accept a significant degree of risk in target-date allocations and have a preference for active management.
The team from Dimensional Fund Advisors will comment on those findings and present its own research on the appropriate role of target-date funds in client portfolios, and how advisors should properly assess the characteristics of those products.
In this webinar, you will learn:
- What most advisors consider to be an appropriate risk exposure in target-date funds;
- How to properly assess the glide path of a target-date fund;
- How to consider target-date funds alongside existing client asset allocations; and
- Best practices for discussing target-date funds with clients.
Five Lessons Packaged Target-Date Solutions Can Learn from Customization
As defined contribution (DC) plan sponsors know, the US Department of Labor recommends considering both packaged and custom target-date strategies when choosing a solution. As we see it, packaged solutions can learn a few things from fully customized target-date solutions, which are generally used by large and megasize plan sponsors.