Fiduciary
Dean Piccirillo
New Year’s Resolutions for Retirement Plan ...

Americans love making New Year’s resolutions at the beginning of the calendar year.

Generally, these self-improvement goals concern health and wellness, weight loss or improving relationships. If you are a retirement plan sponsor responsible for a 401(k) or 403(b), there are some New Year’s resolutions you should

New Year’s Resolutions for Retirement Plan Fiduciaries

Investments

Marketing Timing, Recent Fund Flows and Market Performance

Marketing Timing, Recent Fund Flows and Market Performance

I noticed a recent headline in Financial Advisor Magazine that reminded me of a basic investing truth that I have observed throughout my 30-year career: It’s virtually impossible to time the market.

The article, dated January 28, 2019, is titled Fund Investors Took Cover in Fixed income in 2018. The article says that mutual funds experienced $131 billion of net outflows in the month of December 2018 alone. A net fund flow is the net of all cash inflows and outflows in and out of a fund for a specified period of time.

Dean Piccirillo, CFP®, CRPS®, AIFA®