CNBC recently posted an article titled "Are target-date funds, the most popular 401(k) investment, right for you?". Despite the shortcomings highlighted in this article, I fully agree with Christine Benz's statement that...
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Exploring Stocks and Bond Strategies with Mike Dever on Money Matters TV
In a recent episode of Money Matters TV, host Mike Dever, founder and CEO of Brandywine Asset Management, teamed up with co-host Jeff Watkinson to provide viewers with their views on the opportunities in today’s stock and municipal bond markets. The Stability of Major...
Brandywine Asset Management: 2024 Finalist – ThinkAdvisor Luminaries Award
Brandywine has been honored as a finalist in the ThinkAdvisor Luminaries Award for its groundbreaking innovation of “Risk Replacement.” This accolade celebrates exceptional financial services firms that drive meaningful change through innovation and thought...
28 Oct, 2024
Risk Replacement As Mentioned In The Wall Street Journal
A recent Wall Street Journal “Heard on the Street” column wraps up with a conversation I had with Spencer Jakab about “a better mousetrap” for target date funds. After discussing the pitfalls of target date funds, the article turns to optimism by referencing Brandywine’s innovation of “Risk Replacement.”
The full article is available here, and this brief “Strategy Guide” helps explain why Mr. Jakab calls Brandywine’s strategy for Risk Replacement “intriguing”.
The Wall Street Journal takes aim at the risks of concentrated bets that lie hidden in target date funds and how Brandywine can help reduce “Sequence of Return” and other risks for savers and retirees.
Contact us to learn more about Brandywine’s approach to investing for retirement.