5 Year Target Date Performance – What’s Up?

While investors had a pretty easy ride heading into 2020, they definitely experienced some bumpiness during the tumultuous 1st quarter. Even with this horrible first quarter taken into account, though, most target date investors have still experienced positive performance over a longer-term five-year view. However, looking back over the past years also illustrates some odd anomalies in performance.


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Target Date Fund Revelations During Market Upsets

Here at TargetQ Views our goal is analysis and thoughts on retirement investing, so it was a pleasure (and a lot of fun) to work with reporter Randall Smith on his article “What the Market Selloff Revealed About Target-Date Funds” published in the Wall Street Journal on April 6th, 2020.


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How Top TDFs Fared in 1Q20

Since the middle of February an undeniable sense of the unknown has taken hold over our country. We are all in the the same boat, just wanting the next answer. As everything has come to a halt, something none of us are used to, and most everything has taken a toll from an invisible enemy.


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1Q20 In Perspective

Given the current situation, and the plethora of information that has already been broadcast and published about the Coronavirus and its impact on the markets, we wanted to bring in Stadion’s Chief Investment Officer Brad Thompson to share his insights on recent market activity.


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TDF Underlying: Duration Exposure

We've previously discussed differences in TDF underlying exposure to U.S. vs International Equity exposure.  Continuing that theme, let’s shift gears and look at the fixed income side of the equation.  While there are many factors that can differentiate fixed income portfolios, in this post we’ll focus on the metric of the underlying duration of the fixed income holdings.


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