Approaching or In Retirement? Assess Risks and Make a Plan
By William “Bill” O’Neill, AIF® I speak with investors every day. And even though most of them have been around the block a time or two, market conditions like we have today are frustrating. Perhaps you feel the same way. You might have been aiming to save a certain...
Balanced Funds Provide Portfolio Diversification
Balanced Funds Provide Portfolio Diversification A balanced fund is a type of hybrid fund which invests in two or more asset classes. Generally, balanced funds stick to a relatively fixed proportion of stocks and bonds but may also have a money fund component. Their...
The “Dual Narrative” of Retirement
By John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® From the retirement plan consultant’s perspective, there are two key constituents in our business: the organizations that sponsor retirement programs and the people that participate in them. Mostly, the various objectives...