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.

Financial Institutions Insights 1st Quarter 2019 Strategy

Economic Overview - What a Difference a Quarter Makes!

We entered the fourth quarter of 2018 with solid economic growth, interest rates near a multi-year peak and an equity market that was trading near record highs. But things changed. Expectations that the economy will slow.

Stocks in 2019

Stocks in 2019. It's important to be realistic about what the market will (and won't) yield following a multi-year rally in stocks.

Big Gains? Probably not - but...Various sectors, classes, and industries do not move in unison and this presents opportunities. For the past decade, lower quality, high growth.

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...