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Thomas M. Anichini, CFA, Chief Investment Strategist

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401(k) Diversification Strategies

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on Mar 5, 2019 3:43:12 PM

From None to Too Much, How Much Diversification is Just Right?

This article discusses strategies 401(k) plan participants use to concentrate or diversify their assets, discussing one concentration strategy and three diversification strategies.

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Topics: diversifying for retirement, how to diversify, 401k diversification, diversification strategies, portfolio diversification, How should I diversify my portfolio

How Diversification Increases How Quickly Wealth Grows

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on Mar 5, 2019 3:28:54 PM

Investments can growth wealth two ways: by returning income to you and by growing in value. Expected return is the combination of income and growth you expect on an investment in a single year. Of course investments can also fluctuate in value, and some fluctuate more than others. Investment professionals call that fluctuation volatility. The wider the fluctuations, the higher the volatility.

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Topics: diversifying your portfolio, diversify your 401k, reduce volatility, portfolio volatility, investment diversification

Target Date Funds: What Are They, and How Do They Work?

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on Nov 30, 2018 10:00:17 AM

Typically, 1/3 or more of the investment choices available in a retirement plan are target date mutual funds. What is a target date fund? How do target date funds work? This article will address those questions and discuss target date funds’ benefits and shortcomings.

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Topics: target date funds, Saving for Retirement, what is a target date fund, target date mutual funds, Target Date Funds for Retirement, target date retirement funds

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