rebalancing

Help Participants Avoid These TDF Missteps
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in  Read More →
Four Basic Steps for a Successful Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →
Investing During Volatile Markets
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
Understanding the stock market’s unpredictable tendencies is a challenge during the best of times. But what happens when price swings grow abnormally large? It is essential for investors to understand how market volatility affects them and their investments. Volatility: Definition and Causes It is in the stock market’s nature to fluctuate sharply during the short  Read More →

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