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Human Resources

Weekly Wellness - Identity Theft & Understanding Your Investments

March 10, 2017

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Identity Theft Webinars 

from our friends at BALANCE

Identity theft is becoming more common and sophisticated than ever. Webinar participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur.

Session 1: Tuesday, March 14, 2017 
Time: 10:30 a.m. - 11:30 a.m. (PST)
Sign Up For Session 1

Session 2: Thursday, March 23, 2017 
Time: 5:30 p.m. - 6:30 p.m. (PST)
Sign Up For Session 2

 

Understanding Your Investments and Asset Allocation 

Lewis & Clark College in conjunction with Multnomah Group, Inc. presented an educational session regarding some of the available investment options in the Lewis and Clark College DCRP and TDA Plan (the “Retirement Plan”), specifically focusing attention on the real estate options.  Among the topics covered, speaker Erik Daley, CFA, honed in on the following:

  • The importance of having a diversified portfolio, which can help to manage risk over time.
  • TIAA Real Estate, an investment option which invests in direct properties and which allows participants to invest in real estate through a variable annuity account structure.  This investment option is available in the Retirement Plan today.
  • Vanguard REIT Index, which is an investment option that invests in stocks dedicated to ownership of real estate and which allows participants to invest in real estate via purchase of real estate investment trusts.  This option became available in the Retirement Plan on February 16, 2017.
Here is a pdf of the full presentation. 

 

 

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