If you want some additional information, here's some links to help you in your efforts.
- Investment Line-up
- Target Date Funds- Background and Information
- Core Portfolio Offerings
- Satellite Offerings
- Combining Core and Satellite Holdings
- Wall Street Journal Article- Undisclosed Trading Costs
- Callan and Associates, Periodic Table of Returns
- Dalbar Investor Performance Reports
- Rebalancing and It's Value
If you've reached this page, it's a pretty good assumption that you're looking for some advice or input. Please complete the form below and when you do, please provide me with your "direct" phone number so that I can reach you as easily as possible.