Tag Archives: S&P STRIDE Glide Path
2018 Retirement Funding Update for DC Account Holders
2018 produced negative absolute returns across a number of asset classes, particularly international stocks. A broad benchmark of stocks traded outside of the U.S., the S&P Global ex-U.S. BMI (US Dollar) Gross Total Return Index, lost 14.18% of its value. Nevertheless, many investments kept pace with the change in cost of securing future retirement income,…
- Categories Equities, Fixed Income, Uncategorized
- Other Tags
- Categories
- Equities, Fixed Income, Uncategorized
- Other Tags
2017 Retirement Funding Update for DC Account Holders
2017 was generally kind to U.S. shareholders of domestic and international equities, but long-term U.S. Treasury Inflation-Protected Securities (TIPS) rates drifted downward, increasing the present value of future inflation-adjusted cash flows discounted to the TIPS curve. An important question for retirement savers may be whether investment returns outpaced the increased cost of securing future in-retirement…
- Categories Equities, Fixed Income
- Other Tags
- Categories
- Equities, Fixed Income
- Other Tags