Posts Tagged ‘John Whaley’
BeManaged August ’10 Research Newsletter : Capital Disappearing in Private Sector
The following are some highlights discussed in the August ‘10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
Equities Gain Over 7% in July
The EBRI Retirement Readiness Rating
Capital is Disappearing in the Private Sector
What Was Actium is Now BeManaged (Finally)
Last year, we began the transition of moving from the name Actium to that of our flagship service, BeManaged. For many of you, you may have never noticed that our email was from @myactium.com, while we communicate ourselves as BeManaged. It just didn’t make a lot of sense why our participant clients knew us as BeManaged while companies and advisors knew us as Actium.
Read MoreBeManaged July ’10 Market Outlook Newsletter – Second Quarter Ends with a Thud
The following are some highlights discussed in the July ‘10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
Second Quarter Ends with a Thud
Another Review of Long-Term Market Value
A Picture of Risk
BeManaged June ’10 Research Newsletter – Govt. Finance Bubbles Hit World Markets
The following are some of the highlights discussed in the June ‘10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
Read MoreBeManaged Featured in May Edition of Financial Advisor Magazine
In this month’s F-A Magazine, BeManaged was featured in the article titled “Better Laid Plans,” which is focused on how companies around the nation are answering the call for 401(k) advice. It was a privilege to be included in the article, but there is a key point we would like to correct about how we operate.
We do NOT control the investor’s contributions. The participant is ALWAYS in complete control, we simply provide encouragement and strategies for how to increase those contributions.
Read MoreBeManaged May ’10 Research Newsletter – Red Flags that Deserve Attention
The following are some of the highlights discussed in the May ’10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
Read MoreBeManaged April ’10 Newsletter – Stocks Accelerate and the Use of Bonds/Money Markets in Your 401(k)
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