“Bloomberg®” and the indices referenced herein (the “Indices,” and each such index – an “Index”) are trademarks or service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the Index (collectively, “Bloomberg”), and/or one or more third-party providers (each such provider, a “Third-Party Provider”) and have been licensed for use for certain purposes to EMPOWER RETIREMENT, LLC (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names, and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg is not affiliated with the Licensee or a Third-Party Provider, and Bloomberg does not approve, endorse, review, or recommend the financial products referenced herein (the “Financial Products”). Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to the Indices or the Financial Products.
The Bloomberg 500 Index is a broad measure of the performance of 500 large U.S. companies across major sectors of the U.S. equity market.
The Bloomberg 1000 Value Index measures the performance of U.S. large- and mid-cap companies within the Bloomberg 1000 Index that exhibit value characteristics, such as lower valuation ratios.
The Bloomberg 1000 Growth Index measures the performance of U.S. large- and mid-cap companies within the Bloomberg 1000 Index that exhibit growth characteristics, such as higher expected earnings or sales growth.
The MSCI Emerging Markets Index measures equity market performance across large- and mid-cap companies in emerging market countries.
The MSCI Japan Index measures the performance of large- and mid-cap companies in Japan.
The MSCI UK Index measures the performance of large- and mid-cap companies in the United Kingdom.
The MSCI Europe Index measures the performance of large- and mid-cap companies across developed European markets.
The MSCI World ex USA Index measures the performance of large- and mid-cap companies across developed markets outside the United States.
The S&P 500 Index is a registered trademark of Standard & Poor’s Financial Services LLC. It is an unmanaged index considered indicative of the domestic large-cap equity market and is used as a proxy for the stock market in general..
The opinions expressed represent the current, good-faith views of Empower at the time of publication, are provided for limited purposes, and should not be relied upon as investment or legal advice.
Investing involves risk, including possible loss of principal.
Past performance, where discussed, is not a guarantee of future results. Historical trends and economic data discussed may not be indicative of future conditions which may change.
This material is for informational/educational purposes only; it may not be suitable for all investors; is not tailored to any specific investor’s objectives or financial situation; and is not intended as investment, legal, tax, or accounting advice.
This content is based on information available at the time and may change based on more current conditions. This is neither an endorsement of any security, index, sector, or investment, nor a solicitation to offer investment advice or sell products or services offered by Empower or its affiliates. It is impossible to invest directly in an index. References to asset classes or sectors are for illustrative purposes only and are not recommendations.
The information presented was developed internally and/or obtained from sources believed to be reliable; however, Empower does not guarantee the accuracy, adequacy, or completeness of such information.
Predictions, opinions, and other information contained in this communication are subject to change without notice and may no longer be true after the date indicated.
Commentary may contain forward-looking statements based on reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that are difficult to predict.
Fixed-income securities are subject to interest rate risk and inflation risk.
“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America.
©2026 Empower Annuity Insurance Company of America. All rights reserved.
INV-WMLPNV-WF-6514196-0626 RO5585287-0626