The Problem With (Most) Workplace Retirement Plans
/Most workplace retirement plans are great at providing access to low-cost stock and total bond market index funds along with target-date retirement funds. Unfortunately, it often stops there.
There is a whole world of diversification outside of these assets that can potentially improve your portfolio.
In this webinar, we will:
Review the concept of diversification and take a look at the math behind why diversification can improve your portfolio
Compare standard 401k offerings against this diversification framework to understand the limitations of most plans
Discuss other assets that you may want to consider adding to your portfolio
Review other accounts you may want to use to access these assets
The data used in this video can be found at the links below.
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Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.