News from Kampstra Wealth Management
The Department of Labor takes a 180 Degree Turn on ESG Investing
Proposed regulations published in December allow plan fiduciaries, when evaluating investments, to consider climate change and other environmental, social and governance (ESG) issues as risk factors affecting workers’ financial security.
Spring Cleaning Your Finances
Now that spring is here, many of us are thinking about (or putting off) spring cleaning. Don’t forget to spring clean your finances, too! Now is a great time to request your annual credit report. Thoroughly review the report to make sure you recognize all...
“Alternative Investments” in Retirement Plans
more investors are now moving away from the public markets into alternative investments such as private equity, corporate loans and real estate. This includes retirement plans where there is growing interest in “alternative investments.”
Inflation & Your Investments
Inflation affects your investments in 3 notable ways.
Automatic Enrollment: New Trend or What?
Just like the three iconic ice cream flavor – vanilla, chocolate, and strawberry – employers have three automatic enrollment options. Which will be your favorite?
What Do Your Taxes Pay For?
What does the government do with all the hard-earned money you pay in taxes?
The State Run Retirement Plan Landscape
Over the last 10 years many state governments have been looking for ways to help their residents get to and through retirement. While we are strong supporters of getting as many employees involved as early as possible in their workplace retirement plan, we think private options can provide better outcomes.
Are I Bonds A Good Investment Now?
Highlights: Inflation is at a decades-long high. Interest rates are at historical lows.Most investments do not keep up with inflation, so investors are falling behind.One possible solution is I Bonds, which currently offer a 7.12% interest rate. I bonds are U.S....
Department of Labor Issues Cautionary Letter Clarifying It Does Not View Private Equity as Appropriate for Most Defined Contribution Plans
The department of labor does not believe alternative investments are appropriate for the majority of defined contribution plans.
Should Investors Be Worried About the War in Ukraine?
We are all aware of the terrible news about Russia and the military invasion of neighboring Ukraine. While none of us knows for sure how things will play out, investors are understandably watching closely to see the impact of these events on an already volatile...
News Archive
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