Josh Cohen

Just released! This year’s Defined Contribution Consulting Study from PIMCO dives into the changing dynamics of the retirement market. Learn more about the factors shaping plan sponsor decisions and participant behaviors: retirement income, QDIAs, plan design and more. Available for download now: https://bit.ly/4egmrv1

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Rich Nuzum explores key findings from the recently released, 2024 Mercer CFA Institute Global Pension Index that analyzes 48 pension systems, using more than 50 indicators. Download the report: https://lnkd.in/eKBVA3HR #retirement #pensions #savings #longevity

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Personalization, auto features, and addressing racial gaps can strengthen the retirement system. Learn how in our commentary in the The New York Times.

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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Personalization, auto features, and addressing racial gaps can strengthen the retirement system. Learn how in our commentary in the New York Times.

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Granolas can offer more diversity versus the Magnificent 7. Important disclosures: https://bit.ly/2JzEDWl .

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What are the key factors impacting your portfolio in 2025? Join Capital Group’s Mike Gitlin and Jody Jonsson as they assess the evolving investment landscape and identify opportunities for the year ahead. bit.ly/41Xq3yj To earn 1 hour of #CEcredit for CFP and CIMA designations and receive materials, visit CapitalIdeasWebinars.com #CapitalIdeas Important disclosures: bit.ly/3PnuIlT

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What are the key factors impacting your portfolio in 2025? Join Capital Group’s Mike Gitlin and Jody Jonsson as they assess the evolving investment landscape and identify opportunities for the year ahead. bit.ly/41Xq3yj To earn 1 hour of #CEcredit for CFP and CIMA designations and receive materials, visit CapitalIdeasWebinars.com #CapitalIdeas Important disclosures: bit.ly/3PnuIlT

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As the year draws to a close, it's encouraging to look at Lindsay Frost's Financial Times/Agenda piece on board competencies and refreshment at https://lnkd.in/eGnZN5JN. Gender- and ethnically diverse board members are still a focus, along with those skills tied to a company's #risksandopportunities, #corporatestrategy, and #corporategovernance. #boardevaluations #boardselfassessment #boardrefreshment #boardgovernance #uncertaintypersists #diverseboards #climatecompetentboards

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In the latest edition of Research Viewpoints, Oppenheimer Asset Management’s Consulting and Alternative Investment teams share their view that while mega-cap stocks appear extended, there may be opportunities in what they find to be reasonably valued segments like large cap value, small cap equities, core fixed income, and diversifying strategies. Read about this and more in our latest edition.

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Another insightful conversation with Christina Clement to discuss deliberate practice for advisors. Christina and I talk about how to break away from repetitive habits and set clear goals, and Christina walks us through a five-step framework to help advisors embrace continuous improvement.

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What’s in store for fixed income? And what differentiates MFS’ approach? Discover our views on the current macro environment and the three characteristics essential to seeking alpha and meeting client expectations. bit.ly/4fCQIF1.

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On September 21st, National Alzheimer’s Day, we raise awareness about a condition that affects millions. As we honor those impacted, it’s crucial to plan for the future, especially if you’re anticipating memory loss in aging parents. Here’s what you can do: 1. Have Conversations Early: Discuss plans and wishes while your parents can still participate in decisions. 2. Create Legal Documents: Ensure important documents like wills, powers of attorney, and healthcare directives are in place. 3. Review Financial Plans: Work with a financial advisor to prepare for potential care needs and adjust financial strategies accordingly. 4. Explore Support Services: Look into resources and support systems for both your parents and yourself. Planning ahead can make a challenging journey a bit smoother. Let’s take proactive steps to ensure our loved ones are cared for with dignity and respect.

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