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Retirement


Aug 15, 2017 MIR-89x89 July 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Jul 14, 2017 MIR-89x89 June 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Jul 10, 2017 hark-0001 Hark—July 2017 - General,Most Popular,Hark,Retirement - The July 2017 Hark contains articles on investment management, beneficiaries, Roth IRAs and promoting good corporate governance through board diversity.
Jun 16, 2017 MIR-89x89 May 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Jun 06, 2017 5060-150x200 Wespath's Investment Beliefs - General,Most Popular,Retirement,Investments,Sustainable Investment - Wespath's Investment Beliefs outline 10 guiding principles that help define Wespath’s investment philosophy, and support its mission to provide investment services aligned with the values of The United Methodist Church.
Jun 05, 2017 5045-150x200 2016 Annual Report - General,Most Popular,Retirement,Investments,Center for Health,Annual Report - The 2016 annual report for Wespath Benefits and Investments.
May 11, 2017 5035-65x65 Sustainable Investment Strategies—2016 Highlights - General,Most Popular,Retirement,Investments,Sustainable Investment - Wespath invests in a sustainable and responsible manner, creating long-term value for our participants and clients while aspiring to uphold the values of The United Methodist Church (UMC). Our comprehensive approach to sustainable investment supports our role as prudent fiduciaries and our aspiration to have a positive impact on the environment and society.
May 11, 2017 MIR-89x89 April 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Apr 20, 2017 hark-0001 Hark—April 2017 - General,Most Popular,Hark,Retirement - The April 2017 Hark contains articles on EY financial planning, Benefits Access and Wespath's sustainable investment strategies.
Apr 17, 2017 MIR-89x89 March 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Apr 14, 2017 3052-1 Investment Funds Description - General,Retirement,Investments,Sustainable Investment - Information on the investment strategy and other pertinent details of Wespath's funds.
Mar 15, 2017 MIR-89x89 February 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Feb 15, 2017 MIR-89x89 January 2017 Monthly Investment Report - General,Most Popular,Retirement,Investments - The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner and members of the Wespath Investment Management division, the report also provides a snapshot of Wespath's monthly investment performance.
Feb 13, 2017 sir-81x81 2015-2016 Sustainable Investment Report - General,Most Popular,Retirement,Investments,Sustainable Investment - Over the past two years we have made considerable progress in our sustainable investment approach. Learn more by reading the 2015-2016 Sustainable Investment Report.
Feb 06, 2017 forms-89x89 Tax Forms - General,Most Popular,Retirement,Investments - Links to tax forms for clergy and lay employees.
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