John Chevalier

John Chevalier is a retirement consulting investment associate at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since August 2015, he fields inquiries from affiliated advisors about investment oversight best practices. He also acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor relationships. He earned a BS in finance from the University of Connecticut and is currently a CFA Level II candidate.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

How Good Are TDFs at Managing Retirement Savings Risks?

How Good Are TDFs at Managing Retirement Savings Risks?

Posted by John Chevalier

January 2, 2019 at 1:30 PM

Vanguard’s “How America Saves 2018” study reveals that roughly 50 percent of defined contribution plan participants use a target-date fund (TDF) as their sole investment. By 2022, this figure is expected to grow to 70 percent. But should retirement savers be relying solely on these set-it-and-forget-it vehicles? Does that change depending on when they first started saving? And how effective are these funds at managing retirement savings risks, particular as investors approach this next life stage? As a financial advisor guiding investors to a comfortable retirement, it’s important that you can answer these questions. So, let’s take an in-depth look at TDFs.

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Topics: Retirement Consulting

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