Valley Forge, Pa.-based Vanguard reports that the average 401(k) participant invests 60 percent of his or her account balance in index funds.
The study, which looked at defined contribution accounts from 2004 to 2012, found that this percentage doubled for the time period analyzed. This is largely due to the growing popularity of index-based target-date funds, says Vanguard.
The report also found that the assets in actively managed funds, such as money market funds, stable value funds and company stock, declined significantly over the eight-year period.
In 2004, 39 percent of participants were invested exclusively in active funds.
Bonds: Buy, sell or hold? MarketWatch Founder of Merriman Wealth Management, a Seattle-based investment advisory firm, he is the author of numerous books on investing: "Financial Fitness Forever," "Live It Up Without Outliving Your Money," and the...
http://kinderinstitute.com George Kinder of The Kinder Institute of Life Planning Nationally recognized as the father of the Life Planning movement, George K...
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An official at Canada’s top banking regulator says the country’s biggest financial institutions need to do a better job managing risks within their individual retail business lines, and communicating these risks to the board of directors.
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HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) Businessweek Pretax profit from private banking declined to $193 million from more than $1 billion a year earlier, when the company benefited from one-time asset sales, London-based...
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Business Insider Australia Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank New York Times The investment bank is examining several options, including a possible sale of the private bank in Switzerland, which has about 10 billion...
There are many advantages to Roth IRAs nut also many complicated rules surrounding them. Enter cash value life insurance, which can help clients maximize their tax-free income during retirement years.
TFSA offers flexible tax free investment alternative (Earn Tax-Free Investment Income With A TFSA : Your Family Wealth Advisor™ http://t.co/XJozu7OwvD)...
This post is part of a series in which LinkedIn Influencers analyze the state and future of their industry. Read all the posts here.Have you noticed that we are living in a time of unprecedented
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Philanthropy – Never has it been more necessary The Actuary These words of Francis Bacon are very familiar to actuaries having been a motto of our profession for 150 years.
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Societe Generale Private Banking has been named “Best Private Bank in Western Europe for Structured Products” by Euromoney* magazine for the 10th year running. This distinction crowns 10 years of providing the very ...
An actuary is a highly skilled professional dealing in financial mathematics, future cash flows and the corresponding uncertainties. Basically, actuaries are risk analysts of future events in the business world.
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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