investments

Long-Term Investment Returns: Time to Reset Expectations
Team SummitEmployee Financial Resource Center, Employer Resource Center, Investment Management, Plan InvestmentsComments are off for this post
We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history.¹ Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury fell steadily from above 14 percent to below 2 percent last year.² The recent strong returns  Read More →
Di-worse-ification? 4 Ways Your Portfolio Can Become Too Diversified
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
There is a saying that diversification is “the only free lunch in investing.” Since its inception, diversification has fundamentally changed the way people plan their portfolios and handle investment risk. It has become so central to investing that most retirement accounts sink all of their value into mutual funds and exchange-traded funds, which feature diversity  Read More →
A Small Look into Large Cap
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up quite frequently. In our experience, large cap funds are top of list when the review turns to the stand-alone funds in the lineup. Given this place of prominence, it is critical to ponder its definition,  Read More →

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