December 2024 MyPlanIQ Portfolio Update
In this issue:
- Tactical Asset Allocation Portfolios In-Depth Update
- Fund analysis: U.S. stock momentum factor ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
The Four Essential Steps for 401(k) Investments
In this issue:
- Leaving your company: things to consider for your company 401(k) account
- The Four Essential Steps for 401(k) Investments
- How to Determine the Amount to Contribute to Maximize Your Company Match
- Thrift Savings Plan: The Largest Public Sector Workers’ Retirement Savings Plan
- Market overview: Enjoy the season but don’t be complacent
Roth 401(K): A Retirement Savings Option You Shouldn’t Ignore
In this issue:
- Retirees’ credit card debt increased!
- Roth 401(K): A Retirement Savings Option You Shouldn’t Ignore
- Traditional 401(k) vs. Roth 401(k) Calculator
- Top 15 employers with the highest employer match rate per employee
- Market overview: Year-end stock rally?
A 6% Default Retirement Savings Rate Is Becoming the Standard—But Is It Enough?
In this issue:
- A 6% default retirement savings rate Is becoming the standard—but Is It enough?
- Bonds for the long-term: why a 60% stock/40% bond portfolio?
- Retirement calculator: why a 12% to 15% savings rate
- Top 15 employers with the highest employer match per employee
- Market overview: renewed inflation threats
Stocks for The Long Term: Why They Outperform Bonds
In this issue:
- Retirement savings: what Morningstar retirement model reveals
- Stocks for the long-term: why they outperform bonds
- Investment arithmetic: investment calculator
- The billion-dollar employer contribution club
- Market overview: post-election stock rally, inflation …