“Surveys show about half of investors donât know how much theyâre paying for advice, and about one in six think they pay nothing.”
Interviews
“401k Multiple Employer Plans (MEPs) are a solution for the small to mid-sized employer market that will lead to the expansion of retirement plan coverage for America’s workers.”
âThe SECâs Regulation BI is terribly disappointing. It not only fails to protect consumers; it actually makes the situation worse… The confusion that will ensue will be very damaging to investors nationwide.â
The height of absurdity was in 2017, when Long Island Ice Tea Corp changed its name to Long Blockchain Corp and its shares soared.
Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.
“The ruling by the First Circuit in the Putnam case further increases focus on trust law when determining the scope of fiduciary responsibility under ERISA. Prudent practice already draws on trust law and sometimes prudent practice is ahead of the courts.”
Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generationâs unique decision-making, including the decisions about their money.