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Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Navigating Market Volatility


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Designate Your Beneficiaries

Designate or review your Retirement Plan account beneficiary. Unless you want the government to pick who your assets are distributed to, it is tremendously important to have a stated beneficiary appointed for your employer-sponsored retirement plan account.

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How Much Do Retirees Spend?

As people age, their spending patterns change, according to an analysis of Bureau of Labor Department data1. On average, US households under age 55 spend almost $58,000 a year on a wide variety of expenses.

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Understanding Market Volatility

Some investors try to “time” the market or buy and sell based on their guess about what the market will do next. By doing so, they often miss out on the best days. The graph below shows the difference between investors who stayed in the market during volatile periods with those who only briefly left but missed some of the market’s best upswings.

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