The recent interest rate hiking cycle is changing the fixed-income landscape. Zachary's latest report can help you navigate it.
The Capital Preservation Strategies report focuses on the most conservative option offered within a retirement plan. This strategy is geared toward preventing loss and minimizing your risk. Zachary dives into two pillars of capital preservation: money market and stable value funds. While both options will provide stability and protection from loss for your plan, there are noticeable distinctions to be aware of when choosing which strategy works for you. Throughout this report, Zachary will detail what each pillar brings to your retirement plan: their benefits, their downsides, and how each one fits into this new income environment.
These investment strategies for retirement will help you gain a clearer picture of the environment these funds now operate in. Zachary provides insight into the historical events that have driven the economy to its current position and how each fund strategy has evolved. Confidently craft a plan for your retirement portfolio with the help of graphs that detail recent yield trends and tables that describe the pros and cons of specific fund strategies.
Keep your retirement plan on track with the help of Zachary's guidance on the capital preservation strategies that can help protect you and your future.
About Zachary Rosenoff: A Senior Investment Analyst working out of the Boston office, Zachary joined the Retirement Services team at Marsh McLennan Agency in 2016. He currently leads the New England Investment Committee. He is also a member of our National Investment Committee, where his primary coverage areas are Stable Value and ESG. Zach graduated from Northeastern University with a bachelor's degree in finance. He is a CFA Charterholder and a CFA Society Boston member. In his off time, Zach enjoys playing hockey and golf.
