by Ronald Hagan | Jan 9, 2023 | Advisory
Inside Stable Value Funds Most qualified retirement plans offer a capital preservation option that allows participants to invest with the least risk and the steadiest growth rate. The two most popular capital preservation options are money market funds and stable...
by Ronald Hagan | Jan 9, 2023 | Advisory
Assets in Stable Value Funds are Comingled and Rates of Return are Fixed The issuers of stable value funds comingle the fund’s assets with the assets in their general business operating accounts. That’s a critical distinction with money market funds which...
by Ronald Hagan | Jan 6, 2023 | Advisory
Stable Value Fund Disclosure Requirements Differ from Money Market Funds The quality of disclosures about a capital preservation fund’s operations and performance is significantly different between a stable value fund and a money market fund. Here’s...
by admin | Nov 28, 2019 | Advisory
Evaluating investment performance requires unbiased, accurate data Most recordkeeping firms provide investment “benchmarking ” reports to their clients. Such reports compare each investment to a peer group or stated index (benchmark). This index is...
