Companies begin offering ‘financial wellness’ programs

Kern Business Journal March 2015 Employers have long recognized the benefits of maintaining and recruiting a healthy, productive workforce through “wellness programs,” which provide physical and mental support. But as workers’ concerns mount over their lack of savings to meet every day needs and to prepare for retirement, many companies are launching “financial wellness programs,” … Read more

Portfolio Newsletter Year End Update 2014

Last year’s newsletter updated you on portfolio changes made through the annual year-end rebalance. This year we will also share strategy updates, economic outlook, and portfolio performance, in addition to fund changes. Topics and information you will find in this year’s newsletter: Elimination of two portfolios for each risk class Implementation of a biannual rebalance … Read more