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Andrew Wang

Managing Partner at Runnymede Capital Management
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Andy Wang is a Managing Partner at Runnymede Capital Management and host of Inspired Money, named by Forbes as a Top 10 Personal Finance Podcast. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymede is a fee-only registered investment adviser (RIA) to companies, 401(k) plans, non-profits, and individuals. Andy is married, has three children, and can be periodically found performing Hawaiian guitar in the New York tri-state area.

  • Private Equity in 401(k)s: Balancing Innovation with Simplicity
    Andrew stresses that while private equity can boost returns, it adds complexity unsuitable for all. He advises, "Fiduciaries must balance innovation with simplicity." Andrew suggests integrating private equity into managed accounts with small allocations, focusing on participant outcomes to ensure effective retirement planning.
  • Global Shift: New Capital Flows Bypass U.S. Assets
    Andrew highlights fiscal imbalances and a weaker dollar as key factors driving new capital to global markets. He notes, "The rate path in Europe is clearer," attracting investors. Emerging markets offer "more favorable valuations," leading to a shift that could impact U.S. asset prices and cost of capital.
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  • Due to the fiscal and monetary stimulus by the federal government and by the Fed, it's likely to result in higher stock prices. So keep your asset allocation balanced.

  • There are trends in China that are worth following for long-term investing and export growth is not one of them.

  • The trend today at many companies is to offer Institutional Class, R5, or R6 (lower fee) fund shares that do not have embedded 12B-1 fees. Therefore, these funds carry the lowest annual expenses.

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