Dec 1, 2017 | 401k Specialist
401K Specialist Magazine, December 1st 2017 – Without a doubt, target date funds are headed (sharply) north. Target date mutual fund assets grew almost 5 percent in the second quarter, topping $1 trillion at the end of June, according to the Investment Company...
Jan 17, 2017 | 401k Specialist, News & Insights, Updates
401k Specialist, January 17, 2017 – Smart Beta continues to roll, and now Boston Capital Management has launched a new fixed income exchange traded fund strategy – BCM Dynamic Global Fixed Income.
Dec 19, 2016 | 401k Specialist, News & Insights
401kSpecialist, December 19, 2016 – As a student of history, I’m amazed by how much perspective we can learn from the past. In this case, I’m talking about the anatomy of the full market cycles, including both the cyclical bull markets and how...
Sep 26, 2016 | 401k Specialist, News & Insights
401k Specialist, September 22, 2016 – The questions are easy. The answers? Not so much—but Boston(ish)-based Beaumont Capital Management is giving it a shot when it comes to fiduciary responsibilities involving target date funds.
Apr 25, 2016 | 401k Specialist, News & Insights
401K Specialist, April, 18, 2016 – “The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly states at the 401(k) Summit in Nashville Monday. “Interest rates peaked back in 1981 and have been falling ever...