Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing.
Not FDIC-Insured · No Bank Guarantee · May Lose Value
How the financial crisis has changed the way target date funds are evaluated
Jake Gilliam, Sr. Multi-Asset Class Portfolio Strategist, discusses how plan sponsors and advisers have changed the way they evaluate target date funds since the financial crisis.
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. Any securities mentioned are for illustrative purposes only and not a recommendation to transact in any security.
Jake Gilliam is an employee of Charles Schwab & Co., Inc.(1116-PMSH)