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Due Diligence
Here you’ll find information covering all aspects of investments, from designing an appropriate investment policy statement, to selecting and monitoring professional advisers, to the significant of investment options and how “safe” choices can actually increase fiduciary liability.
Anticipating the Bond Bubble Burst: Protecting Your 401k Plan
Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?
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Why 401k Investors Chase Performance – and How to Prevent It
The sin of recency consumes far too many investors. How can they help themselves?
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Morningstar Star Ratings: Do They or Don’t They Predict?
If you thought Shrödinger’s cat had it tough, wait to read this.
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Have Mutual Fund Rating Agencies Lost Their Mojo?
For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?
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Why 401k Plan Sponsors (and Investors) are Going Back to the Future
Do the answers 401k investors seek lie in its past?
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A Better Way to Help 401k Investors Choose Among Options
Before you even consider investment style, identify your time requirement.
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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted
This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.
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New Study Reveals Three 401k Strategies More Important than Asset Allocation
Has the traditional 401k world – everything from how investments are sold to whether fees really matter – just turned on its head?
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Have 401k Plan Sponsors Framed Employees?
A special treat for those who attended my fi360 conference session.
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The Checklist for the Ideal 401k Investment Due Diligence Process
Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.
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