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The Importance of Rebalancing your 401(k)

Investment Management

The best way to keep your 401(k) account on track is to make sure your contributions are invested according to your asset allocation target.Rebalancing is an important investment management tool available to 401(k) plan participants to help ensure that they have enough retirement assets.When you rebalance periodically you should only have to make modest adjustments.Although the primary objective of rebalancing is risk control, it does not have to mean a significant reduction in return.

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Rising Rates and Your Bond Portfolio

Mark Gerstenschlager |
Investment Management

Find out what you can do to protect your bond portfolio when interest rates rise.  While stocks are positively affected in a rising rate environment, higher rates drive bond prices down.However, because rising rates can positively affect bond performance over the long run, investors should stay focused on total return as opposed to market value.Shorter duration bonds can also help in this environment, as well as diversifying among different types of bonds.

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Defining Benchmark Indices

Wilmington Trust |
Investment Management
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Learn more about the differences in benchmark indices to best track your investment performance.When choosing an index as a benchmark for evaluating your security’s performance, remember to select one that represents your type of investment.Some indices are broad-based and others are specific to one sector or type of investment.The historical data and performance trend information that these indices provide can help you see where your security fits into the big picture.

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