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Stable Value Funds

Stable Value Funds

Higher yields than cash, with low volatility and principal protection

Question: What are stable-value funds? Are they like money market funds with higher yields?

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Your Primer on the DOL's Fiduciary Rule Proposal

Your Primer on the DOL's Fiduciary Rule Proposal

We've attached an Executive Summary covering the basics of the DOL's proposed rule on conflicts of interest in giving retirement plan advice. The new rule, designed to protect participants, seeks to define what advice will be subject to a fiduciary standard of care and under the purview of DOL enforcement.

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1242 Hits

Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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1703 Hits

Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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1158 Hits

TWM Welcomes Jordan Gentile

TWM Welcomes Jordan Gentile

Please welcome Jordan Gentile as the newest member of Thompson Wealth Management's team. 

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2183 Hits

Client Letter August 2015

Client Letter August 2015

Market Focus: Value and Dividend Stocks out of Fashion

As a style of investing, dividends have under-performed the market recently. Portfolios with an equity income emphasis have lagged the market in the last couple of years. While frustrating in the short run, the longer term picture tells a different story: focus on fundamentals, not trends. In fact, we can exploit trends – not by chasing them, but by faithfully diversifying and rebalancing.

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1450 Hits

Client Letter July 2015

Client Letter July 2015

Benchmark Returns June 30, 2015

We wish you a happy and healthy 4th of July weekend. Here’s hoping that you spend the next few days thinking more about barbecues and bottle rockets than the ongoing fireworks in Greece and investment markets.

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1554 Hits

Hedge Funds -- Unattractive for Most

Hedge Funds -- Unattractive for Most

"I would never join a club that would have me as a member." Groucho Marx

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1763 Hits

The Psychology Behind Financial Decisions

The Psychology Behind Financial Decisions

 

When we have too many options, we choke.

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1344 Hits

Performance of Wall Street's Best Known

Performance of Wall Street's Best Known

Another smoking gun for active fund management/market timing...

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979 Hits

New rule on annuity options for retirement plans

New rule on annuity options for retirement plans

Recent rule allows participants to purchase annuities with a portion of their balances.

 

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1214 Hits

Mind games: Behavioral aspects of investing

Mind games: Behavioral aspects of investing

Fear, greed and ego are some of the biggest influencing factors in stock markets...

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1092 Hits

Participant Letter June 2015

Participant Letter June 2015

This month's participant letter provides an update on the plan's investments so far this year, and Bruce Thompson talks about some risks to be aware of...

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1055 Hits
Featured

Success is Controlling How You Spend Your Time

Success is Controlling How You Spend Your Time
This article was written by Venture Capitalist Peter Cohan based on advice given to one of his Babson College students.
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1288 Hits

Client Letter June 2015

Client Letter June 2015

 Investment Review June 2015

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1408 Hits
Featured

Navigating Your 401(k)

Navigating Your 401(k)

Have you seen your plan’s new web center yet?  Take a look and browse through it to get familiar.

...
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1929 Hits

Have you seen the new Private Client Center yet?

Have you seen the new Private Client Center yet?

 To support our planning and investment collaborations, we’ve set up a new website with a new Private Client Center.  We hope you’ll take a few minutes to log in and explore the site and the many exciting features.

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2189 Hits

Asset Allocation: Cooking with Index Funds

Asset Allocation: Cooking with Index Funds

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...


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1592 Hits

Supreme Court Decision on 401(k) Fiduciary Responsibility

Supreme Court Decision on 401(k) Fiduciary Responsibility

This article describes a recent Supreme Court decision which requires plan sponsors and investment advisors to regularly review the investments within a retirement plan...

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Fidelity's Charitable Assets rise 21 percent in 2014

Fidelity's Charitable Assets rise 21 percent in 2014

The Fidelity Investments business that manages money designated by clients for charitable giving said assets grew to $14.6 billion last year, a 21 percent increase over 2013.

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