Tag Archives | J.P. Morgan Asset Management
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Investments Down? Why You May Be Better Off Not Looking

With the S&P 500–or broad U.S. stock market–off over 20% as of June 30, most 401(k)s and investment accounts are down well below January highs. Investors will open their June statements to see year-to-date declines, even if their portfolio held only low-risk government bonds which have also swooned as interest rates ratcheted higher. Experienced investors […]

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Retiring? Avoid This Big 401(k) Rollover Mistake

Three-quarters of retirees “de-risked” their portfolio by reducing stock exposure when they quit working and rolled their workplace 401(k)s to an IRA. The de-risking dilemma That may seem like a good idea. But unfortunately, in some investment environments, making big, sudden changes to your fund mix at retirement can be a major mistake, according to […]

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