Ryan ALM
Blog
Don't Engage in a Cash Sweep - Dividends Matter!
We've already shared with you the importance of dividends to the long-term return of the S&P 500 by referencing studies conducted by Guinness Global Investors . According to the Guinness study, which was last updated as of April 2020, the...
Enhancing the Probability of Achieving the ROA
We are often confronted by plan sponsors and their advisors with the objection of using cash flow matching (CFM) because the "expected return" is lower than the plan's return on asset assumption (ROA). Given that objection, we often point out...