Bailey McCann

2 weeks ago | pionline.com | Bailey McCann

Breadcrumb Home LARGEST MONEY MANAGERS June 11, 2025 07:02 AM Tweet Share Share Email More Reprints Print Getty Seemingly everywhere you look lately the topic of artificial intelligence comes up. Whether it's how to use ChatGPT, Claude, or what it means for work, everyone is trying to figure out what this technology means for the future. Money managers are no different.

2 months ago | pionline.com | Bailey McCann

Breadcrumb Home DEFINED BENEFIT May 01, 2025 07:01 AM Tweet Share Share Email More Reprints Print Getty Images / Bettmann / Contributor YWCA Building in Boston, July 20, 1922. Few retirement funds can say they've maintained an overfunded status for 100 years. The New York-based YWCA Retirement Fund, which reaches its centennial this year, has managed to do just that.

2 months ago | pionline.com | Bailey McCann

Breadcrumb Home ALTERNATIVES April 10, 2025 08:01 AM Tweet Share Share Email More Reprints Print Getty Images Alternative asset managers have long been looking for ways to get their strategies into defined contribution plans and the portfolios of retail investors — and for good reason.

Oct 13, 2024 | plansponsor.com | Bailey McCann

September’s Federal Reserve interest rate cut was meant to signal a win in the battle against inflation. With the highest inflationary peak in decades behind us, there was palpable relief at the idea of rates coming down. That may be especially true for public pension plan participants and plan sponsors. Over the past few years, more retiree groups have pushed for cost-of-living adjustments for their retirement benefits, as inflation eroded pension benefits.

Oct 4, 2024 | wsj.com | Bailey McCann

Against a backdrop of falling interest rates and tax uncertainty with 2017’s tax law set to expire next year, individual investors are turning to state-specific muni ETFs. ETFs offer investors lower taxes than mutual funds or individual munis because they rebalance and reinvest with the goal of keeping taxable events at a minimum. ETFs also allow investors to get started in municipal bonds at a low cost and exit relatively easily if they wish.