By: Bob DiMeo, Chief Executive Officer
High inflation, geopolitical tensions and pandemic uncertainties. Couple these challenges with steep losses in both stocks and bonds, on top of slowing economies. Whether you...
Read More >
By: Brian White, Senior Consultant
Plan Sponsors have seen no shortage of ERISA lawsuits over the past 15 plus years with many leading to large settlements. Breach of fiduciary duty is a common theme identified in these lawsuits, especially involving excessive fees and/or actively managed fund expenses. A new wave of ERISA lawsuits allege Plan Sponsors breach their fiduciary duty by… Read More >
By: Brian Samuels, CFA, Senior Consultant
Interest rates have risen significantly over the course of 2022, between 1.4 percent and 3.1 percent across the U.S. Treasury Yield Curve. Higher U.S. Treasury yields and wider credit spreads have commensurately led to higher pension discount rates and lower projected pension liabilities. Though nearly all asset classes are broadly negative in 2022, the decline in projected pension liabilities has generally… Read More >
This report is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.
Manage your preferences | Opt Out using TrueRemove™
Got this as a forward? Sign up to receive our future emails.
View this email online.
500 W. Madison Street Suite 1700 | Chicago, IL 60661 US
This email was sent to .
To continue receiving our emails, add us to your address book.