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Tag "Adam Bergman"

5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

    5 Awkward 401k Questions Every Good Fiduciary Must Know the Answer To

Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.

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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

    401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”

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The Five Killer Concepts that Most Confuse Retirement Savers

    The Five Killer Concepts that Most Confuse Retirement Savers

Each of these is dripping with overtones from the lessons of behavioral finance.

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