◀ The Principal Blog

Posts tagged ‘DB plans’

Market Bull Beats Liability Bear by a Nose in 2017



Happy 401(k) investors across the U.S. know that the stock market bull had quite a run in 2017. Sure, investment professionals can argue subtle points around the relative strength of growth vs. value, small vs. large cap, or emerging market potential, but it honestly didn’t take a lot of skill to…

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LDI Déjà vu



Undoubtedly marking a high point in Tom Cruise’s storied career, I have selected one of his films to serve as a defined benefit (DB) metaphor for the second time in three blogs!   This time, it is the 2014 sci-fi thriller Edge of Tomorrow (confusingly released to video under a different name:…

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