RAP/Pension InterestRate Chart April 2023
Attn BP Employees, Interest rates were impacted in both directions over the past month with 1st and 2nd segment rates coming in lower than anticipated. The 3rd segment rate and Treasury rate were in line with our estimates. We anticipate corporate segment rates to drop over the coming months, which could provide relief for those looking [...]
HF Sinclair 401(k) Model Allocations – Q2/2023
ATTN HF Sinclair Employees, Capstone Wealth Advisors Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times [...]
Hilcorp 401(k) Model Allocations – Q2/2023
ATTN Hilcorp Employees, Capstone Wealth Advisors Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times like [...]
Marathon 401(k) Model Allocations – Q2/2023
ATTN Marathon Employees, Capstone Wealth Advisors Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times like [...]
BP 401(k) Model Allocations – Q2/2023
ATTN BP Employees, Capstone Wealth Advisors Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times like [...]
RAP/Pension InterestRate Chart March 2023
ATTN BP Employees, As specialists in the BP Retirement Accumulation Plan (RAP), we want to keep you informed about important updates that could affect your pension value. Interest rates have been a topic of concern recently, and we have some insights to share. While interest rates for February moved in line with our estimates, we are [...]
RAP/Pension InterestRate Chart February 2023
BP Employees: Interest rates for January, affecting retirees collecting their BP RAP (Retirement Accumulation Plan) benefits on May 1st, 2023, moved almost exactly in line with our estimates. As predicted, we expected Corporate Segment Rates to continue their decline due to the Federal Reserve Bank reducing the size of rate increases. As we noted in last [...]
RAP/Pension InterestRate Chart January 2023
BP Employees: Interest rates for December, affecting retirees collecting their BP RAP (Retirement Accumulation Plan) benefits on April 1st, 2023, moved closely in line with our estimates. As predicted, we expected and saw Corporate Segment Rates decline due to the Federal Reserve Bank slowing down the pace of rate increases. As we indicated previously, this could [...]
BP 401(k) Model Allocations – Q1/2023
Attention BP Employees, Capstone Wealth Advisors is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one [...]
Hilcorp 401(k) Model Allocations – Q1/2023
Attention Hilcorp Employees, Capstone Wealth Advisors is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one [...]
