Posts tagged ‘financial professionals’

It was the Best of Times, It was the Worst of Times…



It was the best of times, it was the worst of times… A Tale of Two Cities Charles Dickens Unfortunately, for many Americans this quote from Charles Dickens all too well describes their feelings as they approach or begin retirement. Retirement is a time to pursue new and current hobbies, spend…

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From Frozen to Terminated – Effective Execution of a DAA Strategy



Terminating a hard-frozen defined benefit (DB) plan starts with getting  an appropriate asset allocation strategy.  This is where Dynamic Asset Allocation (or DAA) comes into play. A DAA strategy helps plan sponsors transition from equity to bond investment options as their plan’s funding…

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