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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 01, 2005 at 07:00 PM
NU Online News Service, March 1, 2005, 6:20 p.m. EST
Corporate presidents and vice presidents tend to assemble retirement portfolios that look more like sedans than like hot rods.[@@]
Researchers at Clark Inc., Barrington, Ill., recently analyzed the investment selections in 17,000 executives’ retirement plans.
Only 1.2% of the executives’ assets were in world funds, and only 1.5% of the assets were in specialty funds, according to the Clark researchers.
Executives put 26.3% of their assets in fixed-rate investment options, 24.9% in large-cap funds and 10.9% in small-cap funds.
Clark researchers note that only 5.1% of the executives’ assets were in mid-cap funds, even though mid-cap funds are usually less volatile than large-cap funds.
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