FedEx, UPS 401Ks Shed Light on Asset Class Diversification

MyPlanIQ submits:As the first baby boomers prepare for retirement with the financial meltdown still smoking in our rearview mirrors, we are attempting to build a set of funds that are easy to understand yet have the potential to deliver good returns at a low risk. We have seen that increasing diversification from three areas to six can make a significant impact on simulated historical returns.

MyPlanIQ submits:We are working through a series of articles to help improve returns for retirement investors. As the first baby boomers prepare for retirement with the financial meltdown still vivid in our minds and emotions we are attempting to build a set of funds that are easy to understand yet have the potential to deliver good returns at a low risk. We want to keep it simple and understandable.

MyPlanIQ submits:The first baby boomers preparing for retirement with the still steaming financial meltdown at the forefront of our minds. We have been building a simple set of funds that have the potential to deliver good returns at a low risk.

ByHarlan Kessler: Overview There are a range of attractive performance attributes and diversification benefits associated with including timber in a diversified portfolio. Due to a multitude of factors, investments in timber have grown significantly in the last 25 years.

MyPlanIQ submits:ETrade's All-Star ETF plan has recently been announced as no/low cost ETF plans become increasingly widespread. The company has attempted to make their selection on criteria such as low expense ratio, tracking error, liquidity, style purity, underlying holdings, and how well the ETF represents the index it seeks to replicate. In addition, ETFs chosen are passively managed, have at least 6-months trading history and are sponsored by a well balanced investment firm.

MyPlanIQ submits:In the previous article we weighed in on the debate about the use of tactical asset allocation compared to the venerable strategic asset allocation. Both have benefits and both have weaknesses.

At an increasing rate, even during the alleged recovery, consumers are tapping their 401Ks to pay current bills according to a study by advisory firm HelloWallet as describe in the Washington Post article 401(k) breaches undermining retirement security for millions. A report due out this week from the financial advisory firm HelloWallet found that more than one in fo

Running logistics for cost-conscious health care and pharmaceutical companies is proving a lucrative and growing business for parcel shipping companies including UPS, FedEx and DHL.