Most U.S. retirement plans offer participants an investment alternative designed to provide capital preservation. Both money market and stable value funds fit this objective as they allow invested capital to remain daily liquid, earn a market-determined rate of interest, and remain at a fixed net asset value (NAV). While these two investment products serve the… Continue reading Stable Value vs. Money Market
Category: White Papers
Could this be the Financial Panic of 2023?
Investor’s Outlook April 2023. Written by Edward McIlveen, CFA (Chief Investment Officer of Francis LLC). Welcome to this quarter’s edition of Investor’s Outlook. In this issue we look at the recent banking scare caused by the failure of Silicon Valley Bank and address some of today’s most pressing questions: Could this turn into a full-blown… Continue reading Could this be the Financial Panic of 2023?
The Second War on Inflation
Fed Chair Jay Powell endorsed “inflation targeting” and loose monetary policy in September 2020 but has since discarded that script, now seeking to assure the public the Fed is committed to bringing the surge in inflation under control.
Plan Recordkeeping to get More Expensive
Joe Topp examines the pressure on recordkeeping organizations to find new sources of revenue and the impact on Plan Sponsors.
