Atlantic Southeast Airlines

2013 ASA JP Morgan 401k Changes

You will or recently have received information in the mail about some ASA JP Morgan 401k plan investment option changes.
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Janus Overseas.. A Supporting Role

Janus Overseas is one of three international fund choices within the ASA JP Morgan 401k plan. The fund has historically attracted the retirement savings of plan participants due to its superior performance. The fund fell hard in 08 just like any other stock investment during the financial crisis only to have a tremendous rebound, quickly making up prior losses. Recently however the fund has failed to beat its benchmark and its competition within the 401k plan. When choosing which funds to allocate to within the […]
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ASA Retirement Planning Workshop

The ASA MEC Retirement and Insurance Committee Announces the annual Retirement Planning Workshop  For Legacy ASA Pilots and Flight Attendants The workshop will be presented by Express Jet Captain Casey Smith, President of Wiser Wealth Management, Inc. The workshop is specifically designed to cover the Legacy ASA JP Morgan 401k plan.  Materials will be provided to help you determine how much you need to save for retirement, how to choose the best mutual funds, asset allocation and diversification, and many other critical retirement planning topics. […]
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ASA 401k: Janus Overseas Under Performance

A few weeks ago Wiser sent an email alerting our followers of the under performance of the ASA 401k Janus Overseas Fund. A great source for commentary regarding mutual funds is MorningStar, an independent research firm. To read the Morningstar Analysis please click HERE. In light of these changes, Wiser has altered our recommended ASA 401k Models. Please view the models HERE.
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ASA 401k Plan Changes

By now you have received notice that there are some changes happening within the ASA JPMorgan 401k plan. The good news is some of the funds are getting cheaper. Thefrustrating part is this should and could have happened a long time ago.
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A Tale of Risk and Reward

There is no room for greed in investing. In the investing world you can’t have your cake and eat it, too. If you want the reward you have to take on the risk as well. Put another way, you have the potential to be rewarded for the amount of risk that you take. Notice I said “potential”. Reward is not a guarantee. The reason is risk.
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Save Early for Retirement

At what age is it better to save for retirement? In your early years of working, money is probably tight. It’s hard to find the extra money to save towards such a far end goal, when the rent needs to be paid, and you have a more immediate need to build emergency savings. You might think that waiting until later in life to save for retirement, when your income is likely higher and you can more likely afford to do so, would be the best option.
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Wiser Wealth to Host its Third Annual ASA 401k Workshop

Casey Smith will be providing a 401(k) workshop for Atlantic Southeast pilots and flight attendants on January 12th and 15th. The workshop will be held at the airport Hilton Garden Inn from 9:30am to 1pm each day. There are no strings attached with this event. Casey will simply be there to explain how to apply standard deviation, alpha and the Sharpe ratio to select funds within the 401k plan to optimize individual portfolios based on age and risk tolerance. Casey will also discuss the ASA brokerage […]
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ETFs in the Atlantic Southeast Pilots Brokerage Link?

ignorance is to reject something that you know nothing about.” Financial advisors, individuals, the media and professors are all still learning about the benefits of Exchange Traded Funds. Undoubtedly, ETFs have shaken the investment world by empowering investors at all levels with quick access to low cost diversification. Adding ETFs to the Atlantic Southeast 401k brokerage link will allow investors low cost access to global asset classes. If used properly, ETFs can increase the standard of living of the Atlantic Southeast retirees and allow for current reduced company risk, active management risk and portfolio liquidity. ETFs will allow plan participants to purchase the indexes that the active managers cannot seem to beat over long periods of time.
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Atlantic Southeast – Measuring Portfolio Risk

When building a 401k portfolio, many people simply look at a fund’s performance without considering the risk of the investment. Fund performance should not be the only tool used in selecting mutual funds for your 401k. Another analytical tool that should be used is standard deviation.
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