Toll Free: (855) 377-7526    
 

Category Archives: Asset Allocation

  • Home
  • Category Archives: "Asset Allocation"

Fiduciary Duties Managing Pension Assets within a Self-Directed Brokerage Account

Fiduciary Duties Managing Pension Assets within a Self-Directed Brokerage Account
It is natural to expect pension plan participants to seek financial advice concerning one of their largest financial assets. How can a financial advisor help provide financial advice and what responsibilities are owed according to the Employee Retirement Income Security Act of 1974 (ERISA) for their recommendations to pension plan participants.  A financial advisor can provide…
Read more

Why Is Sequence of Return Risk So Important for Retirement Planning?

Why Is Sequence of Return Risk So Important for Retirement Planning?
What’s more important, the investment rate of return or the order in which the investment returns are realized? Ask any investor and no doubt the prevailing sentiment would be the rate of investment return. In fact, the sequence of investment returns may be just as, if not more, critical to your retirement assets once withdrawals…
Read more

FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice

FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice
In January 2014, the Florida Retirement Systems (FRS) announced a self-directed brokerage account option for FRS Investment Plan participants, including teachers and public school employees. According to the FRS, “The Self-Directed Brokerage Account (SDBA) allows Investment Plan members to invest in thousands of different investments in addition to the Investment Plan’s primary investment funds.” In…
Read more