portfolio

Rebalancing Your Portfolio
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
As a participant in the company’s retirement plan, you are committed to saving for your future. Whether you are retiring in a few weeks or a few decades, you may need to protect your investment. A healthy way to do this is to rebalance your portfolio. What is rebalancing? Rebalancing is readjusting your portfolio back  Read More →
Do Specialty Funds Belong in a Retirement Plan?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Recent trends in the retirement plan industry reveal an increased expansion of offerings from plan providers. Not only are plan providers offering more investments, but also a broader range of investments. Many plan providers offer over 100 different options across a wide spectrum of asset class categories, of which approximately 15 percent are considered specialty  Read More →
U.S.-Heavy Portfolios: Domestic Market Optimism or Inadvertent Asset Allocation?
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for participants to reevaluate their asset allocation to see if they may be exhibiting a home country bias— or displaying overly optimistic expectations about the domestic market and/or  Read More →

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