Markets and History
Every investor’s experience is unique, but long-term investors have something important in common . . .
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2009
Active versus Passive Management
The myth that active management produces superior performance in bear markets persists despite an overwhelming body of statistical evidence to the contrary.
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John Bogle on Investing vs. Speculating
In a wide-ranging recent discussion with IndexUniverse’s Jim Wiandt, Vanguard Group founder John Bogle takes on everything from the so-called death of buy-and-hold to the wisdom of investing in commodities. Watch the Video
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Plan Illustration – Existing Plans
Please download and complete the following forms (all information will be kept strictly confidential) Employer Questionnaire – Existing Plans Employer Census Form – Existing Plans
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Plan Illustration – New Plans
Please download and complete the following forms (all information will be kept strictly confidential) Employer Questionnaire – New Plans Employer Census Form – New PlansCensus Instructions – New Plans
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Retirement Plan Investment Consulting Services
Participant directed retirement plans, most commonly 401(k) plans and 403(b) plans, have become the overwhelming trend among employers. As the title suggests, under a participant directed plan, eligible employees can choose how to allocate their retirement accounts, among the investments provided under the plan. AIS provides retirement plan consulting services on two levels: Services for the
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Plan Proposals
AIS will prepare a plan proposal at no cost or obligation that includes: Expense-Return Spreadsheet – this spreadsheet provides a breakdown of all fund and investment expenses under the existing plan and compares them side-by-side to the fund-investment expenses of the proposed plan. The summary breaks down all of the costs involved in the current
Plan Illustrations
Existing Plans The AIS Retirement Plan Services Department will provide retirement plan illustrations that compare the current employer objectives to the existing retirement program, including both design and administration. Our illustrations include: A comparison of the current plan design with recommended or proposed plan design A spreadsheet illustration that demonstrates the current employer contribution allocation and
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Retirement, Risk and Return
DFA CEO David Booth Discusses the importance of balancing volatility risk and purchasing power risk when investing for retirement. Booth explains that T-bills have not produced the real returns necessary to preseve living standards over the long haul, and illustrates how investors can manage both types of risk through an appropriate commitment to stocks.
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Remembering Peter Bernstein
Peter L. Bernstein passed away on June 5 at the age of 90. Mr. Bernstein eloquently chronicled the birth and evolution of modern financial theory and practice. He made the complex theories and personalities behind these developments accessible and understandable to readers. We highly recommend his excellent works Capital Ideas: The Improbable Origins of Modern
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