One Year Later

It’s now been just over a year from that chilling day in March 2020 when the Dow Jones Industrial Average dropped nearly 13% while the S&P 500 simultaneously fell 12%. The pandemic had only just been declared as such and we were in our first week of lockdowns and mandatory social distancing. While this historic one-day drop, occurring in a market that still would not arrive at its bottom for another week, certainly kept analysts’ eyes on the screen the fact is that most folks remained less worried about the stock market than they did about the rapid and widespread shuttering of thousands of businesses.


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3Q TDF Industry Glide Path Changes

Target Date Funds (TDFs) have a pre-determined glide path which drives its asset allocation. While it does not happen frequently per se, this pre-determined path can be changed by the TDF issuer at any time. These adjustments can be smaller more fringe changes or more wholesale methodology changes.


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