It is important for a fiduciary to understand glide path features and how these features are combined in target date fund selection.
August 2, 2021
2020 rankings in Barron's Best Fund Families
(published February 2021)
#3 out of 44
#14 out of 50
#22 out of 53
Refinitiv Lipper fund awards
Best Fund in the International Large-Cap Value Fund category
(R6 shares/PIGWX among 33 funds over 5 years)
(Y shares/PNGYX among 29 funds over 10 years)
Equity Insights | August 2, 2021
Rising earnings should ease bubble fears
Robust earnings growth, skeptical investor sentiment, and stimulating bond yields all support our bullish outlook for equity markets.More »
Capital Markets Outlook | Fixed Income Outlook
Headlines you need to know this week — August 2, 2021
More investors interested in financial planning Since the pandemic began, more younger investors are expressing interest in forward planning, a new study found. More than half (52%) of investors said the value of financial advice has increased for them since the pandemic. In addition, investors said they are more likely to recommend an advisor who talks to them about values. Nearly two thirds (62%) said they have had a review session with an advisor, and 43% said they discussed financial planning.
Investors may not understand Social Security Some investors may not be optimizing Social Security benefits and could benefit by working with a financial professional, according to a new survey. Half of those surveyed (51%) already receiving Social Security did not understand how much they will receive in income, and 55% did not know what percentage of pre-retirement income was being replaced by their benefits. About half of respondents said their advisors did not discuss Social Security. Two thirds of respondents said they would be likely to switch advisors to one who could discuss Social Security.
Millennials confident about retirement Millennials are more confident about retirement than Gen X and Gen Z, according to a new study. Most Millennial respondents (68%) are confident that they will be able to retire when they planned compared with 62% of Gen X. Millennials are also more confident that their savings will last in retirement.
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