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Wanting to know where your money is being invested is a normal thing. Through your online accessible personal accounts, viewing updates of your account is at your finger tips from any internet connected device.
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Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. A certified financial planner can play a central role in helping you meet your life goals and achieve long-term financial well-being. That’s why Servant Solutions offers individualized comprehensive financial planning for all our members. Want to know more about the benefits of financial planning? Schedule an appointment and begin planning for your future now.
It is important not to be swayed by short-term (1-2 yrs) market fluctuations. Comparisons to the S&P 500 only tell part of the story for a properly diversified retirement portfolio. This 16-minute Vimeo presentation provides a very insightful look into the unusual investing markets currently being experienced worldwide. It provides a helpful look at history, at current economic factors and what this may mean relative to the investing horizon for the coming year and years. (The Vimeo password for this video is ronblue.) Click here to see a pdf file that mirrors the slides in the video.
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If you don’t find what you’re looking for here, just email our office or call (800.844.8983) with any questions about your account.
LIFEFUND “ADDITION” & “RETIREMENT”
The LifeFunds Age-Based Portfolios operate on a “glidepath” growing more and more conservative as retirement age is approached. Every five years (including this year) a new LifeFund is added on the younger end and another is “retired” into the Heritage LifeFund. Effective March 9th, the new “LifeFund Age-Based Portfolio: 1975+” is being added and the current “LifeFund Age-Based Portfolio: 1935-1939” is being retired.
LifeFund Investment Fund Updates
American Century Investments Diversified Bond has joined our platform of investment options and replaced the segment within the LifeFund portfolios formerly held by PIMCO Total Institutional Return Fund.