US trade barriers

A Trillion Milestones

August 16, 2018

Author Name By Troy Brown, CFA

We don’t typically opine on individual securities outside of their impact on a specific market segment or the market in general, but recently Apple (AAPL) hit a valuation milestone no other U.S. company had ever achieved. On August 1st, Apple became the first U.S. company to eclipse a market capitalization (stock price multiplied by the […]

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AndCo Consulting (AndCo), is pleased to announce the acquisition of the Summit Strategies (Summit) public fund general consulting practice. Summit is an independent, national institutional consulting firm located in St. Louis, MO. The acquisition will increase AndCo’s significant and growing presence in the public plan market and post-acquisition AndCo will provide investment consulting services to […]

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Update on Interest Rates

August 9, 2018

Author Name By Philip Schmitt, CIMA

As expected, the Federal Reserve (the Fed) voted to raise interest rates for the second time this year at their June meeting. With this increase, the Fed Funds rate (range) increased from 1.50%-1.75% to 1.75%-2.00%.  Importantly, the Fed updated its forecast for potential rate hikes for calendar year 2018 to four as the U.S. unemployment […]

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Zen and the Art of Motorcycle Sales

July 24, 2018

Author Name By Troy Brown, CFA

One of my favorite quotes from the classic tome Zen and the Art of Motorcycle Maintenance by Robert Pirsig is the following simple truth: “Some things you miss because they’re so tiny you overlook them. But some things you don’t see because they’re so huge.” For most Americans (US consumers), the concept of tariffs (trade […]

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October 14 – 17, 2018 New Orleans, LA IFEBP provides information for trustees and administrators designed by trustees and administrators. Attendees can receive education on the critical issues impacting funds today, as well as learn from industry professionals who are paving the way in their fields, apply concepts with small group discussions and workshops, and engage […]

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September 30-October 3, 2018 Bonita Springs, FL FPPTA Trustee Schools are offered twice a year and include a Fall Trustee School as well as a Winter Trustee School. Trustee Schools run two and one-half days, and offer Certified Public Pension Trustee program sessions, as well as continuing education sessions.  Each Trustee School offers classes including […]

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September 23-26, 2018 Philadelphia, PA The NAGDCA Annual Conference is an excellent opportunity for both NAGDCA colleagues and all defined contribution plan professionals to learn about the latest in the industry and network with peers.

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September 22-26, 2018 Hollywood, FL The NCCMP Annual Conference brings together approximately 500 pension trustees, plan administrators and professional advisors to discuss a broad range of up to the minute legislative, regulatory and investment issues relating to solely to multiemployer plans.

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September 22-25, 2018 Acme, MI Michigan Association of Public Employee Retirement Systems (MAPERS) was established to provide educational training and legislative updates to trustees of Public Employee Retirement Systems within the State of Michigan.

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September 17-20, 2018 Savannah, GA The GAPPT Ninth Annual Conference will begin with the Monday afternoon Plan Sponsor/Affiliate Member Golf Outing. On Tuesday and Wednesday, participants will attend various informative educational sessions presented by experienced professionals in the areas of fiduciary responsibility and liability, board governance, investments, and plan administration. Conference attendees will also have […]

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