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Recent Posts
- More evidence that it’s really hard to ‘beat the market’ over time, 95% of finance professionals can’t do it November 20, 2018
- “Conflict of All Conflicts” by Josh Brown August 26, 2014
- S&P: Top mutual funds highly unlikely to maintain success July 23, 2014
- Ameriprise ordered to deliver Columbia funds chief’s journals to ex-staff July 21, 2014
- “Toxic” TPAs a 401(k) Plan Sponsor Should Avoid Hiring March 4, 2014
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Topics
- 4% Rule Shortcomings
- 403(b) Story
- 60 Minute 401(k) Fee ALERT!
- A Financial System Failing Investors
- About
- Active Money Management
- Are Fees Too High?
- Are you paying too much?
- Be Your Own Banker
- Business Operation Insurance
- Business Owner Retirement
- But you force them to manage their own !!
- College Funding
- CRESTMONT RESEARCH
- Crime of 401(k) Underperformance
- Decision OutComes Growing
- Deloitte Fiduciary ALERT!
- ERISA 3(38)
- ERISA Litigation Index
- ERISA-Ninth Circuit Rules…!
- Failed Experiment…?
- Fiduciary Liability THREAT Is REAL!
- Howard Capital Management, Inc.
- Inflation Effects Everything
- Inflation Rising Prices
- Investment Philosphy
- Is a CPA a fiduciary?
- Joe Saver’s Story
- Medicare
- Personal Retirement Plan
- Plan Sponsor/CEO
- PLAN SPONSORS GETTING BIG FINES FROM DOL
- Supreme Court Rules
- Suze Orman says…
- Taxes
- Variable Annuities
- What about Social Security?
- Who is a Fiduciary?
- Who pays for critical illness expenses?