Investment Instruments

Over half (55%) of these so-called "employment extenders" are interested in a guaranteed stream of income with regular payments to ensure they do not outlive their savings, according to a new report.

There's a strong desire for help with financial decisions across generations but a strong majority (75%) of Americans said it was important that their employer offer a program to help manage finances, says a new study.

Employers and advisors still have a role to play to support employees, since 1 in 5 adults are seeking guidance in debt management, building emergency savings, and saving for retirement, says a new survey.

For the annual review, an investment policy statement is highly recommended, which outlines general rules for the manager, provides the general investment goals and objectives and describes the strategies to employ.

By helping workers take control of their short- and long-term financial goals, you can help them as well as make progress on your own goals of employee attainment and retention.

Record inflation and supply chain issues has negatively impacted business owners' retirement plans, forcing many to re-evaluate investing strategies and turn to advisors to weather short-term volatility, according to a new survey.

Building in flexibility and offering a range of features, such as adding a financial advisor, are recommended at a time when there is so much competition for workers, says a new report.

While similar in objective, money market funds, stable value funds and fixed accounts each have unique characteristics that should be evaluated on a regular basis.