2016 401(k) Summit: A Bear Market for Bonds

401K Specialist, April, 18, 2016 – “The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly states at the 401(k) Summit in Nashville Monday. “Interest rates peaked back in 1981 and have been falling ever...

How to Crack the ETF Nut in 401(k)s

401K Specialist, February 17, 2015 – Using ETFs as a diversifier in collective investment trusts appears to be the answer, one of which Beaumont Capital Management is taking advantage. According to the company, the BCM retirement products “address the need for a...