Resources

 
 
Category: 

Retirement


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.
Jan 13, 2017 MIR-89x89 December 2016 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.
Jan 11, 2017 hark-0001 Hark—January 2017 - General,Most Popular,Hark,Retirement - The January 2017 Hark contains articles on improving your financial wellness, talking to children about finances and Wespath's renewable energy investments.
Dec 07, 2016 MIR-89x89 November 2016 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.
Nov 16, 2016 MIR-89x89 October 2016 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.
Oct 14, 2016 MIR-89x89 September 2016 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.
Oct 04, 2016 hark-0001 Hark—October 2016 - General,Most Popular,Hark,Retirement - The October 2016 Hark contains articles on increasing your retirement contributions, Wespath's successes at annual shareholder meetings and updating your beneficiaries.
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