Vol. XXII, Issue 47
December 7, 2023
UMPIP Webinar Next Week
Offered on Thursday, December 14 at 1:00 p.m. Central time, "Personalizing UMPIP" is a great way to educate clergy and lay employees about Wespath's retirement savings plan. Please encourage them to register for this 45-minute educational session, which features Dan Eck of EY Financial Planning Services discussing how to prioritize personal contributions to retirement savings. A recording of the webinar will be made available after the event.
New Investment Insights Blog: Exploring Diversified Bond Funds in 2023
Wespath offers seven fixed income funds in our P Series, and many of our participants are invested in at least one of them. As participants near retirement, they may be increasing their allocations to lower-risk investments like bonds. However, the bond market has been quite volatile in recent years. Many investors are understandably re-evaluating their approach to bonds right now, weighing both their risks and their opportunities.
The third blog in our three-part series about fixed income investments explains the practical and logistical reasons why actively managed diversified bond funds, like the Wespath funds, make sense for most.
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