Skip to content
BeManaged
  • About BeManaged
    • Our Approach
    • Our Investment Philosophy
    • Our Service Details
    • Our Fee
    • Our Team
  • Employers
    • Empower Your Employees
    • Our Approach
    • How Can BeManaged Help My Company?
    • Request for Proposal
    • Schedule a Meeting
  • Investors
    • Why Should I Work with BeManaged?
    • Current Employer Relationships
      • Central Supply
      • Draper
      • Granger Construction
      • MillerKnoll
      • Niles Precision
      • Palmer Trucks
      • StuartCo
      • Syndicate Sales
      • Virginia Tile
    • IRAs/Individual Relationships
    • SmartVestor Pro
    • Schedule a Consultation
  • SmartVestor Pro
  • Resources
    • Adjust Your Risk Profile
    • BeOnTrack Request
    • Compliance / Regulatory Materials
Call us at (616) 871-0751
BeManaged
  • About BeManaged
    • Our Approach
    • Our Investment Philosophy
    • Our Service Details
    • Our Fee
    • Our Team
  • Employers
    • Empower Your Employees
    • Our Approach
    • How Can BeManaged Help My Company?
    • Request for Proposal
    • Schedule a Meeting
  • Investors
    • Why Should I Work with BeManaged?
    • Current Employer Relationships
      • Central Supply
      • Draper
      • Granger Construction
      • MillerKnoll
      • Niles Precision
      • Palmer Trucks
      • StuartCo
      • Syndicate Sales
      • Virginia Tile
    • IRAs/Individual Relationships
    • SmartVestor Pro
    • Schedule a Consultation
  • SmartVestor Pro
  • Resources
    • Adjust Your Risk Profile
    • BeOnTrack Request
    • Compliance / Regulatory Materials

Posts Tagged ‘CFA’

BeManaged April ’10 Newsletter – Stocks Accelerate and the Use of Bonds/Money Markets in Your 401(k)

By Jay Jandasek | April 1, 2010

The following are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the Director of our Research Department.

Stock Gains Accelerate in March
Trends in Savings and Investments Among Workers
Use of Stable Value/Money Market Funds and Bond Funds in Your Retirement Portfolio

Read More

Blogs

BeWise - Money & Investing Blog for Investors
Fiduciary Advice & Education for Employers/Advisors

Search

Recent Articles

  • Market Euphoria: Not The Time To Review Risk Profiles And Strategic Asset Allocations December 6, 2017
  • IRS Increases 401k Contribution Limits for 2018 October 19, 2017
  • The New DOL Fiduciary Rule July 19, 2017
  • BeManaged Recognized for 10th Year of CEFEX Certification July 5, 2017
  • How to Review the Performance of your Investments February 2, 2017

Topics

401k advice 401k advice regulation 401k education 401k fiduciary 401k tips Asset Allocation BeManaged BeManaged Newsletter Carl Richards CFA fi360 Fiduciary Adviser investment behavior investment recipe Jason Roberts John Whaley Justin Stemple Market Insight Participant Success personal finance Portfolio Risk retirement risk management social security Warner Norcross & Judd

SEC Disclosure

©2025 ​BeManaged​. All Rights Reserved. ​ BeManaged is a federally registered investment advisor​. ​​BeManaged does not guarantee results and past performance is no guarantee of future results. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product over the Internet. Any third-party marks appearing on this site are the property of their respective owners.

Form ADV Pt II

Form CRS

Privacy Policy

Contact Us

4280 Cascade Rd SE
Grand Rapids, MI 49546
(616) 871-0751
info@bemanaged.com
All rights reserved. Copyright © 2025 BeManaged
(616) 871-0751 •  info@bemanaged.com