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Library » Investing Cash Balance Plan Assets

September 13, 2020 | Retirement Plans

Cash Balance plans are the fastest growing segment of the qualified retirement plan marketplace. At the end of 2001, there were 1,477 Cash Balance plans in the United States, representing 3% of all Defined Benefit plans, while at the end of 2017 there were 18,698 (excluding single-participant …

Markets & Economy » 10 Years After the Global Financial Crisis: Where Are We Now?

October 24, 2018 | Market Commentary

This September marked the 10 year anniversary of some of the most devastating moments of the Global Financial Crisis. In the span of a few days, Lehman Brothers filed for bankruptcy, Merrill Lynch was rescued by Bank of America, and AIG, the world’s largest insurer at the time, was bailed out …

Markets & Economy » The Road Ahead for Electric Vehicles

May 16, 2018 | Investment Themes

Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …


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