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Custom Liability Benchmarks: The Devil Is in the Details
Driven by high stock market volatility, falling interest rates, rising cash reserves, and more rigorous funding and accounting regulations, defined benefit plan sponsors are increasingly. . . .
Sage Advice Quarterly Market Review 3Q2011
The third quarter was punishing for risk assets as a relentless flow of negative news on both the economic and policy fronts pushed risk aversion. . . .
Municipal Fixed Income Commentary 3Q2011
During the third quarter, municipal yield dropped significantly as the Federal Reserve announced “Operation Twist” which drove long dated Treasury yields to their lowest levels since. . . .
Tactical ETF Portfolio Shift Commentary 9/16/2011
We have reduced exposure to domestic small and mid cap equities and moved the proceeds to domestic mega caps. Small and mid cap equities have. . . .
Taxable Fixed Income Commentary 2Q2011
Fixed income delivered strong second quarter returns led by Treasuries, as a broad softening of U.S. and global economic data, combined with growing concerns of. . . .
Municipal Fixed Income Commentary 2Q2011
Despite lingering budgetary concerns for many municipal credits and net outflows of money from the municipal market, the 50% drop in year over year municipal new. . . .
Longevity Risk: Overlooked, but Not Forgotten
In a traditional defined benefit plan, virtually all risks associated with a plan participant’s pension are borne by the plan sponsor, including investment risk, contribution risk,. . . .