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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Asset Allocation
Asset allocation for the year ahead

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

When equity markets are volatile, do labels like growth, value, U.S., international and small cap still apply? Will bonds again play a defensive role in your portfolio after a turbulent 2022? Join Capital Group portfolio managers John Queen, Samir Mathur and Michelle Black as they answer your pressing questions about asset allocation and portfolio construction for 2023.



John R. Queen is a fixed income portfolio manager with 32 years of investment experience (as of 12/31/2021). He holds a bachelor's degree in industrial management from Purdue and attended the U.S. Military Academy at West Point, where he majored in mechanical engineering. He is a CFA charterholder.

Samir Mathur is a solutions portfolio manager with 29 years of investment experience. He holds an MBA from the University of California, Berkeley, a master’s in computer science from the University of Southern California and a bachelor’s from the Indian Institute of Technology, Delhi.

Michelle Black is a solutions portfolio manager with 27 years of investment industry experience. She holds a bachelor’s in business administration from the University of Southern California. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, is a member of the Investments & Wealth Institute and serves on the CIMA commission.



Join our webinar series and never miss an event

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Featured Speaker
John Queen
Fixed Income Portfolio Manager
Samir Mathur
Solutions Portfolio Manager
Michelle Black
Solutions Portfolio Manager

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

The American Funds are intended only for persons eligible to purchase U.S.-registered mutual funds.