March 2017 Market Perspectives
stocks in both developed and emerging markets also gained ground in
February, adding to their positive returns year to date. Emerging
markets have returned an impressive 8.7% YTD in U.S. dollar terms.
PMFA Retirement Plan Advisors Recognized in NAPA’s 2017 Class of “Young Guns” - Top Retirement Plan Advisors Under 40
Plante Moran Financial Advisors is pleased to announce that 3 members of our institutional investing practice, Steven Gibson, Cameron Kleinheksel, and Brett Reardon, have been named in NAPA’s 2017 Class of ‘Young Guns’ - Top Retirement Plan Advisors Under 40.
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Plan sponsors should beware the managed account default option
The world of 401(k) and 403(b) retirement plan sponsors
has been somewhat nightmarish in recent years, marked by countless
lawsuits over fees paid by participants for investment services. Now,
those hoping to avoid being the next company in the headlines for the
wrong reason are having to undertake a comprehensive audit of every fee
charged to participants.
Investing amid change: Gain clarity with these 6 themes
With 2017 now here, it’s an
opportune time to look at the themes we believe will be meaningful to
the economy, policy, and the capital markets this year. However, we are
mindful of the limits of anyone’s crystal ball, particularly as we
reflect on the events of the past year - many of which defied
conventional wisdom and surprised prognosticators across the globe.