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Jerry Bramlett

Jerry Bramlett writes about investments for NAPA Net and NAPA Net the Magazine. He was the founder/CEO of The 401(k) Company, CEO of BenefitStreet and founder/CEO of NextStep.

By Jerry Bramlett9/23/2014 • 0 Comments

The conventional wisdom — as is evident from the mainstream glide paths embedded in the most popular target date funds (TDFs) — is that DC investors should be invested in portfolios that decrease investor equity exposure over time.

By Jerry Bramlett9/15/2014 • 0 Comments

Before World War II, Japan was known as the Land of the Rising Sun. After its devastating defeat, however, it became known as the “land of the setting sun” — a description that became the title of a book by the well-known Japanese novelist, Osamu Dazai. 

By Jerry Bramlett9/9/2014 • 0 Comments

A Money magazine article published Sept. 2, “Why Your 401(k) May Only Return 4%,” makes this point: “The biggest dilemma in retirement investing may be how hard it will be to grow our savings in the next decade.”

By Jerry Bramlett9/2/2014 • 0 Comments

Plan sponsors often look to their plan advisor to provide some perspective on the impact of current geopolitical events on the markets. This is especially the case when asset prices are high and the bears are out and about, with many predicting an imminent demise in the equity market. 

By Jerry Bramlett8/26/2014 • 0 Comments

In a recent post on the JD Supra Business Advisor website, ERISA attorney Ary Rosenbaum makes the reasonable argument that plan investment menus should be  "pruned" down to 12 funds, "maybe 15 at tops," if they have not been pruned already.

By Jerry Bramlett8/21/2014 • 0 Comments

In a recent Wall Street Journal article, “Hedge Funds in Your 401(k): Do they Fit,” Jason Zweig discusses the possible “place” of alternatives in 401(k) plans. In the article, “alternatives” refers to “anything other than plain old stock or bond portfolios.”

By Jerry Bramlett8/14/2014 • 0 Comments

In Morningstar’s recent Rekenthaler Report, “Do Active Funds Have a Future,” John Rekenthaler considers the future of active management. His short answer: “Apparently not much.”

By Jerry Bramlett8/5/2014 • 0 Comments

In a recent article from Yahoo Finance, “Why Emerging Markets Have More Room to Run”, the author shows a simple chart that clearly demonstrates the volatility of the emerging markets compared to the U.S. stock market.

By Jerry Bramlett7/30/2014 • 0 Comments

In a recent article in The New York Times, “In Investing, 'When' Matters Just as Much as 'What,'” the author illustrates a hard truth about investing: When investors start saving has a dramatic impact on the amount of money they will have at retirement. 

By Jerry Bramlett7/23/2014 • 0 Comments

In 2009, in the aftermath of the Great Recession, Bill Gross coined the term, “new normal.” Gross is once again defining the future markets in a simple thematic phrase. His new phrase, “new neutral,” represents a view that the Fed will keep rates close to zero (on a real basis) for at least the next three to five years, if not longer.

By Jerry Bramlett7/15/2014 • 0 Comments

A recent article in The New York Times, “Fund Investors Basking Under Many Clouds,”  considers what seems to be complacency on the part of  “investors who have displayed a growing appetite for risk and a striking lack of concern about any reversal of fortune.” 

By Jerry Bramlett7/8/2014 • 0 Comments

The Wall Street Journal published an article July 6 entitled, “Percentages vs. Dollars — a Battle for Investors' Attention.” Basically, the article contends that, “percentages don't seem like real money to many people. In particular, some experts worry that investors don't fully grasp the magnitude of risks and expenses when they see them in percentage form.”

By Jerry Bramlett7/2/2014 • 0 Comments

In a recent Motley Fool post, the author states: “a new start-up company is looking to bypass the management fees that ETFs charge, instead giving you direct access to baskets of stocks for a single inexpensive commission — and letting you tailor the portfolio to your own particular needs.” 

By Jerry Bramlett7/1/2014 • 0 Comments

Many 3(38) investment advisors are in a position to look further around the corner and take the position that TDFs should be dynamically managed over time based on market conditions. (Summer 2014)

By Jerry Bramlett6/26/2014 • 0 Comments

No matter how many times you say it — “past performance is not a predictor of future performance” — it just does not sink in. The challenge goes deeper than simply being an educational issue in that we have been hard-wired through many eons of evolution to be backward-looking, pattern-seeking creatures. 

By Jerry Bramlett6/19/2014 • 0 Comments

A new study from Principal concludes that investors need to be more selective in both the countries they choose to invest in and the selection of individual securities in those countries. But there’s more to the emerging markets picture.

By Jerry Bramlett6/12/2014 • 0 Comments

A recent EDHEC-Risk Institute study reveals some interesting trends in the adoption of smart beta ETFs in Europe. 

By Jerry Bramlett6/5/2014 • 0 Comments

This week, RIABiz posted an article highlighting two trends in the 401(k) ETF-only space.

By Jerry Bramlett5/29/2014 • 0 Comments

Last week Fidelity Investments released a study which found that “the majority (63%) of Fidelity’s 401(k) investors are taking a ‘Do It Yourself’ approach to 401(k) investing” while only “37% are taking a ‘Do It for Me’ approach and using professional management.

By Jerry Bramlett5/22/2014 • 1 Comments

A recent study conducted by Financial Engines and Aon Hewitt, “Help in Defined Contribution Plans: 2006 Through 2012,” explores the impact of using “help.” The study defines “help” as either having more than 95% of DC investor assets in two or less target date funds (TDFs), 100% of assets in a managed account or utilizing online advice.

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