Market Environment Means a New Take on Diversification
Considering the “combined expectations for low asset returns and the unavoidable reality of downside risk in a highly uncertain global political and economic climate,” investors of all types are looking for new ways to diversify their portfolios, according to a new analysis from Willis Towers Watson, “Breaking the Style Box.”Read more >
Courage, not Literacy, Key to Financial Wellness
Helping employees become more confident about engaging in financial matters—improving their financial courage—is more critical than employers providing benefits that focus solely on financial education, a survey from Mercer suggests.Read more >
|Ask the Experts|
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. firstname.lastname@example.org with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.