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Market Commentary

Q1|2018 Market Commentary
  • Famed investor Peter Lynch once commented on market declines and said, “They’re gonna happen. When they’re gonna start, no one knows…I mean the stomach is the key organ here. It’s not the brain. Do you have the stomach for these kind of declines?” Well, the inner fortitude of many investors was tested during the first quarter as stock market volatility produced 1% to 2% swings in the Dow Jones Industrial Average with more regularity. Bonds weren’t spared from the turbulence either as prices fell and yields rose in response to the Federal Reserve’s rate increases, hints of inflation, and geopolitical concerns.
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Redefining the Retirement Plan
  • Redefining the Retirement Plan is Axia’s guide to trends and strategies that will help employers get the most out of their retirement programs.  Defined Benefit plans and Social Security have been the simple answer to retirement for the past century. Life expectancy has improved though and an added strain has been placed on plan sponsors to help their employees replace their incomes in retirement. Fortunately, employers are equipped with more tools than ever before to help their employees retire with dignity.
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When Should You Claim Your Social Security Benefit?

The SSA highlights some sobering statistics that confirm what studies have shown: most people have not saved enough for retirement. As a result, people are not determining their Social Security benefit timing. Instead, benefits usually begin immediately after gainful employment ends as their savings buffer is limited. For prepared investors, the goal is to make an active decision on benefit commencement.

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DOL Fiduciary Rule Takes Effect

On June 9, 2017, the Department of Labor’s Fiduciary Rule went into effect. The rule, also known as the Conflict of Interest Rule, expands the fiduciary definition under the Employee Retirement Income Security Act of 1974 (ERISA). In the simplest terms, the DOL Fiduciary Rule will require advisors to put their client’s interests ahead of their own when giving advice to retirement accounts such as 401(k)s and IRAs. Further, any potential conflict of interest must be disclosed along with a clear statement of the fees and commissions received in exchange for the advice.

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Redefining the Retirement Plan

A White Paper from Axia Advisory

 

Redefining the Retirement Plan explores new trends and strategies that will help employers get the most out of their retirement plans.

 

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