New York Life
 

October 2009 Action Points

 

October 16, 2009 Action Point


PAY ATTENTION TO FEES


90% of 401(k)s are in actively managed funds
Minus 1% = 16% reduction in portfolio value

$500,000 Investment Account
Reducing 2.5% fee to 1.5%
= $90,000 over 10 years

October 9, 2009 Action Point


Add More Quality To The Stock Side Of Your Portfolio

October 2, 2009 Action Point

Consider Increasing Your Exposure To Emerging Markets In Both Stock & Bond Holdings



- Emerging Market Stock Funds = 3.74% of total open end mutual equity funds

 




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