Top Investment Instruments Stories
Schwab TDFs earn negative rating
By Andy StonehouseA surpising "negative" rating for a family of Charles Schwab target date funds is bringing some new focus to the challenges and appropriateness of those products.
With a volatile stock market commonplace and retirement plan participants confused about investments, the role of advisor and investment committee is key. We keep advisors informed about ETFs, TDFs, REITS, HSAs, and more.
A surpising "negative" rating for a family of Charles Schwab target date funds is bringing some new focus to the challenges and appropriateness of those products.