Target Date Fund Basics

Target Date Funds (TDFs) are designed to reduce equity exposure as the target date approaches, becoming more conservative as participants age.


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Happy Holidays!

It’s the holiday season once again. With the numerous parties that often come at this time of year, whether it be with coworkers, friends, or family, quite often the celebration involves food, drinks, and hard to resist treats! The preparations for these parties often include menu planning, such as depicted in the best Christmas movie ever, National Lampoon’s Christmas Vacation.


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riskY Y

In our exploration of “what is a glide path” we touched on their basic premise:  to represent asset allocation over time for a Target Date Fund (TDF).  Traditionally, when viewing a single glide path, the vertical (Y) axis represents equity exposure and, at times, can show a stacked area chart of overall asset allocation. 


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