We update our estimates of medium-term (5- to 10-year) expected returns for major asset classes. We also include a section on estimating expected returns and risk for private credit, as well as a feature on the key decisions that underpin any capital market assumptions framework.

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.

The things you see yourself doing when 9-5 no longer belongs to someone else. The places you picture yourself exploring. The people you intend to spend it all with. If you can imagine the way you want to retire, you can plan for it.

Your business is our business. From initial startup to eventually passing your business on, we're here to help you at every stage. From protecting against risk and managing growth, to attracting and retaining the top talent, our business services will be there to guide you.

What is long-term care? Long-term care is something that most people may not think they need, or might think is covered by health insurance or Medicare. The fact is, if you live to be 65, there's a 70% chance you'll eventually need some kind of long-term care.

Offers a diversified approach to alternatives investing, seeking to provide broad exposure to several different Benefit Assets Management's strategies at once.

Diversifies across global asset classes by risk, seeking to build a portfolio that is broadly diversified and not overly reliant on any single asset class.

Offers a wide range of return sources including market risk premia, alternative risk premia, and alpha, with less reliance on traditional assets than conventional diversified growth strategies.

Employs our investment process based on Benefit Assets Management’s broadest global stock selection capabilities, with modest exposure to equity markets.