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Well-Diversified Portfolio Earned 6% From 1999-2008
"Rob Arnott, founder of Research Affiliates, has found that a well-diversified portfolio returned a healthy annualized 6% from 1999 through the end of 2008." His portfolio "includes real estate, investment trusts, emerging markets, and foreign and junk bonds."
Money, April 2009, pg 56
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Research From a PFEEF "Best Provider"
Precision Information's "Educated Investor" team has put over 5,000 financial service employees through 15,000+ hours of online personal finance, investing basics and retirement training. This helped credit union employees improve their financial knowledge by over 20%! Important also is the education helped these organizations encourage over $1 billion in additional savings from employees and members over the past 2 years.
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| Numbers - Would You Believe? 2008 Investment Performance Up Not Down
A common employee choice in 401(k) plans is a stable value mutual fund. The 2008 performance for Hueler Stable Value fund so far is 4.58% compared to a minus 37% for the S & P 500.
Defined Contributions Insights, May 2009, pg 10
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| BEST QUOTE - Obama Administration Forecasts Housing Prices
Officials in the Obama administration say the best-case scenario for housing is a "17% decline in housing prices in 2009 and a 4% decline in 2010."
Kiplinger's Personal Finance, June 2009, pg 42
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 "Featured Partner - Best Provider "
Financial Wellness Group Online program takes an integrated learning approach using sound principles of financial management and making them simple and memorable, motivating employees to take positive action in their lives. Training is delivered in "bite sized" segments that can be delivered in a highly scalable cost effective way.
Their new book is "The 4 Laws of Financial Prosperity: Get Control of Your Money Now!
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| PFEEF Mission: "Sharing research, expertise, and best practices demonstrating that profits increase by providing employees easy access to resources to reduce personal finance distress and improve financial well-being." Everything on the PFEEF website is available for your use at no cost! |
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