Browsing Tag
Fixed Income
33 posts
Why the Time Is Right for Plan Sponsors to Revisit Stable Value
Tony Luna was happy to elaborate when asked about stable value strategies currently when compared with where they…
June 16, 2021
Billionaire Bill Gross Loses Bizarre ‘Gilligan’s Island’ Theme Song Suit
The strange saga of billionaire bond king Bill Gross and his bizarre behavior ended just before Christmas, with…
December 24, 2020
401(k) Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401(k) investors somewhat reversed a continuing trend towards fixed…
December 21, 2020
Do 401(k) Menus Suffer from a Generation Gap?
Traditionally, fixed-income investments have been used to reduce a portfolio’s overall volatility to an acceptable level without significantly…
August 12, 2020
As Q2 Markets Raged, 401(k) Participants Shrugged
As the S&P 500 was posting its best quarterly performance since 1998—much of it a rebound from steep…
July 8, 2020
Are 401(k) Menus All Out of Whack?
Fixed income is supposed to be a safe haven, a place to which investors can “fly” in times…
June 16, 2020
Equity Funds Crushed in Coronavirus Safety Stampede
Like everything else, mutual fund flows are negatively impacted by the coronavirus (or at least the reaction to…
March 19, 2020
Coronavirus Chaos Hits 401(k) Contributors
Despite the relatively small number of actual cases so far, the potential damage from a coronavirus pandemic has…
February 25, 2020
November Was Light Month for 401(k) Trading Activity
November was a time to give thanks for positive participant behavior. The month saw the lightest amount of…
December 15, 2019
October 401(k) Trades Favored Fixed Income
The ongoing flight (or rather slow-moving glide) from equities to fixed-income continued in 401(k)s in October. It was…
November 13, 2019