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Retirement
Lump Sum Payouts from Pension Plans
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The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Sustainable Investing
Remember the environmental
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Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Goals/Needs-Based Investing
The Importance of Avoiding Big Losses
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The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.
Goals/Needs-Based Investing
Taking the Long View
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Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.
Goals/Needs-Based Investing
Trailing vs Rolling Returns
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Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
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We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Goals/Needs-Based Investing
Behavioral Advisor Perspectives and Practices for Uncharted Waters
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These are uncertain times. We work with great advisors that have shared their observations and resources with us and we thought you might find some of this helpful.
Sustainable Investing
Socially beneficial and notably efficient: Fruits of Employment program
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Nuveen’s Fruits of Employment (FoE) initiative gives individuals with disabilities access to competitive employment across four custom-farmed properties in California, Oregon and Washington. The initiative trains and employs workers with disabilities in the same job functions as other employees – an important effort considering that in the U.S. only 41% of people with disabilities are employed, according to the U.S. Census Bureau.
As of March 2019, the program had 34 active workers, many of whom have worked on the farms since the start of the initiative in 2009. For a third of these employees, it was their first time having a job. The FoE program offers many benefits to farm managers, namely stable employment: unlike guest workers who are in the U.S. mainly during harvesting season, FoE workers are employed year round, helping to reduce labor shortages.
Overall, Nuveen’s Fruits of Employment initiative provides mutually beneficial outcomes for both farmland employers and employees, through the promotion of inclusive employment and decent work for all. Watch the video to explore the Fruits of Employment program, and to learn more about Nuveen’s progress in achieving numerous sustainability goals across our global farmland assets, view our latest Farmland Sustainability Report.
Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Goals/Needs-Based Investing
3 ideas to help you achieve the income you need
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Patrick Nolan offers his top tips to help your money deliver.