Quarterly Reports

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This report features world capital market performance and a timeline of events for the quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Quarterly Report Q4 2018 >

 

Older Reports

Quarterly Report Q3 2018 >

Quarterly Report Q2 2018 >

Quarterly Report Q1 2018 >

Quarterly Report Q4 2017 >

Quarterly Report Q3 2017 >

Let’s think about your retirement plan differently.

Retirement plans can become another full-time job for companies and business owners. But what if it didn’t have to be that way? What if there was a way for you to trust someone else to make sure that the plan is being monitored and that when something requires your attention, you will be informed?

Hallelujah – we found a way! PGR Solutions can be your plan’s fiduciary advisor.

Here's the Prescription

Dimensional Fund Advisors has written a great article about the risks of “self-diagnosing” via internet searches, unqualified materials, and presumption. As you would go to a doctor for a concern with your health, it is suggested that you consult an advisor for concerns with your investments. If you’re looking at the numbers and feeling a bit concerned about the performance in the retirement plan program or your individual account, talk with a professional. PGR Solutions can guide you, offer advice, and a treatment plan to help with how you’re feeling.

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Why Should You Diversify?

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As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI emerging Markets Index returned 0.78%. As US stocks have outperformed international and emerging markets stocks over the last several years, some investors might be reconsidering the benefits of investing outside the US.

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Retirement Plan Costs – Broken down and explained

Like all employee benefits, retirement plans have costs associated with the services rendered. It can be particularly confusing for plan sponsors and corporate CFOs to recognize what the cost is for the program. We have created a guide to help plan sponsors clearly identify those fees and understand what the plan actually costs. This guide is intended to be generic and help plan sponsors navigate the fees and costs of a retirement plan. PGR Solutions does not necessarily charge all of the fees described here.