Gaining investment experience at the workplace is a significant employee benefit. It leads to more confident decision making while working and saving, and appropriate decisions during retirement. It helps the investor, and the people they know.
While investors have access to an abundance of investment tools and information they frequently have questions about where to start and how to keep up?
Self-direction, self-research, self-organization, & self-monitoring:
The ‘asset allocation’ decision is a recurring process, and an important key to understanding risk and return for a given portfolio. A newsletter format provides recurring news and education about the similarities and differences among a plan’s actual investments saves investors time, and can lead to more informed decision making.
