As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as âretirement.â Donât let the nearness to the final goal may fool you into inaction.
4 Specific Examples When âSocially Responsibleâ Investing Does Not Breach Oneâs Fiduciary Duty
So-called âsocially responsibleâ investing is not automatically incompatible with abiding by oneâs fiduciary duty, however, the cases where it is acceptable are narrowly defined.
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
It goes without saying there are risks when one plays politics with other peoplesâ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
State-run suspicions, the funny thing about fees, and investing’s good old days.
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. Itâs short on details, which raises too many questions.”
States don’t run, fee scruples, and Bogle’s Bombshell.
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
A New Fiduciary, Fee Crossfire Silence and Controlling Expectations.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).