Author Archives: stevepatterson

www.aei.org S&P Dow Jones Indices, the “de facto scorekeeper of the active versus passive investing debate,” just released its SPIVA U.S. Mid-Year 2018 report (see other reports here for Europe, Latin America, Canada, Australia, India, Japan, etc.). Here’s an overview … Continue reading →

February 28, 2012, 9:08 AM ET “Conflict of All Conflicts” By Josh Brown Ext: Glass office building in January of 2009 Cut to interior of regional branch office of a national brokerage firm, flatscreen TVs line the walls while cubicles … Continue reading →

S&P: Top mutual funds highly unlikely to maintain success New study suggests performance is almost impossible to maintain, but managers said the study has little utility to investors. Do you own a poorly performing mutual fund? Next year, it might … Continue reading →

Ameriprise ordered to deliver Columbia funds chief’s journals to ex-staff: http://www.investmentnews.com/article/20140709/FREE/140709925

http://www.jdsupra.com/legalnews/toxic-tpas-a-401k-plan-sponsor-shoul-75789/   Download PDF TOXIC PTA  

Sign up: http://www.hcm401koptimizer.com/IndividualInvestors.aspx?pid=1188 Download HCM 401(k) Optimizer Flyer Steve_Patterson_Flyer

MEDICARE: WARNING NEW: WHAT IS NOT COVERED BY MEDICARE I saw this on NBC News last night and thought I should send it to all my friends in Medicare, as fair warning.   http://youtu.be/1s6oyFkYOA8

Benefits provided through the Living Benefits, including the critical, chronic and terminal illness accelerated death benefits, are subject to certain limitations and exclusions. Amounts payable under the benefits vary based in part on the nature and severity of the Insured’s … Continue reading →

The court held that the fiduciaries failed to monitor the recordkeeping fees and ordered them to restore $13.4 million in excess fees to the plans. The court also ordered the fiduciaries to restore an additional $21.8 million for a total … Continue reading →

Apr 22, 2013 — A lawsuit filed against Fidelity (FMR) accuses it of self-dealing at the expense of its own workers’ retirement savings. — http://www.planadviser.com/Fidelity_Accused_of_Self_Dealing_in_New_Lawsuit.aspx