Can a plan have too many Funds
Key Talking Points Can the menu be too small? A Diversified Plan Menu Summary It shouldn’t be surprising that a plan which had over 200 options for participants to choose...Read More
Panic at the Disco!
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.
Coronavirus Follow-up
COVID-19 gives us a rare opportunity to watch a stress play out in real time. And in this case, I actually made a prediction for how markets would react, so this blog will look at the progress of the virus and the suitability of the original prediction given the passage of time.
Some Straight Talk About BlackRock’s Sustainability Investing
BlackRock CEO Laurence Fink wrote a letter to CEOs announcing that environmental sustainability will be the cornerstone of BlackRock's future investment decisions.
Panademic Stress Test
We have written a lot about the potential for market corrections and scenarios that may disrupt the decade long bull market. The Coronavirus is the most tangible example of a short-term threat to the market’s long upward climb. And our clients, keenly aware of the potential for market disruption, have asked us to create a Coronavirus stress scenario for Portfolio Crash Testing Pro
The Forecast Folly: Why financial experts rarely stand the test of time
Present success does not indicate future outcomes The Power of Other Opinions What do experts say about predictions? Two types of experts In Brief Present success does not indicate future...Read More