Institutional Investment Consulting | Advanced Capital Group

The Winds of Change in Retirement Plan Design: Guaranteed Lifetime Income

We believe resolutely that there is a slowly, but inexorably, growing movement in the US towards reshaping the question of retirement readiness – at least in part – from wealth accumulation to guaranteed lifetime income (e.g., think old-fashioned pension benefit for life – but in a defined.

2nd Quarter 2019 - Global Slowdown Has Begun

Economic Overview

Our theme for the first quarter was: “Things are Slowing Down” which turned out to be the case. Many economic indicators in Europe have pointed to a slowdown this year. The Purchasing Manager’s Index (PMI) peaked in the Eurozone in December 2017 and had fallen below 50.

Dealing with Debt

Paying Off Debt - All debt is not created equal.

The often-repeated mantra that "all debt is bad debt" demonstrates a fundamental misunderstanding of how money really works. Here are 3 things to consider:

1. It's just a tool.
The apt analogy here is that of a kitchen knife. Kitchen knives can be dangerous, but.

Feature Articles: Institutional Investment Consulting

The Winds of Change in Retirement Plan Design: Guaranteed Lifetime Income

By Justin Dorsey

November 15, 2018Institutional Investment ConsultingRetirement Plans

Crafting the Retirement Readiness Scorecard

By Devon Triebold

November 01, 2018Institutional Investment ConsultingRetirement PlansParticipant Financial Wellness Services

How do you measure whether your participants will be ready for retirement when the time comes? This is the question we were faced with in the spring of 2017. The question was driven by wanting to assess – in a measurable way – the impact...