Retirement
Oct 13, 2017
September 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.
Oct 11, 2017
Hark! October 2017 - General,Most Popular,Hark,Retirement - The October 2017 Hark! contains articles on the different kinds of financial advisors, after-tax vs Roth contributions and Wespath's 2017 shareholder resolutions with oil and gas producers..
Sep 15, 2017
August 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.
Aug 15, 2017
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
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! 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
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
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
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
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
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! 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
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
Investment Funds Description - General,Retirement,Investments,Sustainable Investment - Information on the investment strategy and other pertinent details of Wespath's funds.
Mar 15, 2017
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.
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