Bradley Worsfold’s Post

Register for this webinar on 13th June at 10.30am, with David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund, where he will look at #retirementincome, explaining what #naturalincome is and how it can work to an investors advantage. For Investment Professionals only. Capital at Risk. #retirement #income

Plan sponsors have several different types of investments to choose from, what should they consider when determining which one makes the most sense for their participants? In this short video, we discussed how Mutual funds, ETFs, and CITs are different and what their roles are in a retirement plan.

Morningstar reports that collective investment trusts (CIT) have officially overtaken mutual funds as the top choice for target-date assets, now holding 50.5% of the market. With CITs' lower costs and growing popularity, they’re transforming #retirement investment strategies. Read More: https://ow.ly/wiw750SVXjG #CIT #WealthManagement #investmentstrategies

Over 4,500 of Your TSP Colleagues Know This: Do You? One way to navigate the many fund offerings is by using the TSP’s mutual fund window “fund screener” tool. As of February 2024, there were over 4,500 TSP participants enrolled in the TSP’s mutual fund window, according to the Federal Retirement Thrift Investment Board—the entity responsible for administering the TSP. So what power do these participants hold? The power of choice! And what have these participants overcome that you haven’t? The paradox of choice! Follow link to read more. https://bit.ly/3whWIBq

Check out this short video from my colleagues about how Mutual funds, ETFs, and CITs are different and what their roles are in a retirement plan.

Mutual funds, ETFs, and CITs – these are all similar investment vehicles, but how are they different and what is their role in a retirement plan? What should plan sponsors consider when determining which type makes the most sense for their participants? Tara Mashack-Behney and David Lytle explain in this short video.

Target-Date Funds definitely have their place in the 401(k) investment universe, but they might not be the right fit for every investor. Feel free to reach out to discuss your investment options. #Retirement #InvestmentManagement #Investing #ValueAddedPartners

The goal behind most investment portfolios? A secure retirement. But at F Street, we aim for more: a stress-free retirement. Part of achieving that peace of mind is having trust in the investment firm handling that critical fixed-income piece of your portfolio. That’s why, on our upcoming webinar, we’re “going under the hood” of our Private Debt Fund. You’ll discover exactly what this investment is all about: • The Underlying Business Model Driving 10% Fixed Returns • Our 15-Year Track Record of Delivering On-Time Returns  • How Quickly You’ll See Your First Distribution When You Invest  • And More Insights into What Makes This Opportunity Unique 💰 Event: How Our 10% Debt Fund is a Gateway to Other Private Market Opportunities 🎙️ Host: Scott Lurie, CEO of F Street 📆 Date: 10/3 at 6:30 PM EST 🔗 Claim your seat now by clicking the link below! 🔗 https://fstreet.me/webinar

As you near retirement, securing your future with alternative investments can be intriguing. Real estate, commodities, and equity funds offer diversification and potential growth but come with risks. Make certain these investments fit your retirement strategy, income needs, and risk tolerance. Explore the benefits and complexities of alternative investments in our article. Discover how to diversify your portfolio and potentially boost returns for a secure and fulfilling retirement. Read more here: https://lnkd.in/gSerR26t #RetirementPlanning #AlternativeInvestments Hightower Advisors, LLC is an SEC registered investment adviser.

Reddit IPO: Junk Stock or Goldmine? Expert Analysis & Investment Guide Dive into Reddit's IPO amid warnings of a 'junk stock' status by New Constructs. Discover a strategic approach to IPO investments on moneynce.com Read more: https://lnkd.in/e2vHHvvr Moneynce.com - Your Trusted Guide for Personal Finance, Investing, Insurance, and Money Management Take control of your financial future with Moneynce.com! Get expert advice on investing, retirement planning, and money management. Build a secure financial future with our actionable tips and tools. Plan confidently for retirement. Invest wisely. Manage your finances like a pro. Get started today!