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Tag "risk"

Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

    Goal-Oriented Target: How Leading Advisers and 401k Plan Sponsors are Using this New System to Replace Outdated Modern Portfolio Theory Risk Tools

The GOT system offers a viable and practical alternative to relying on outdated MPT tools. Although still widely in use, MPT-based calculators and analyzers can sometimes lead retirement savers to make decisions that aren’t in their best interest. That statement alone should trigger concerns from the mindful fiduciary.

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A Better Way to Set Retirement Goals

    A Better Way to Set Retirement Goals

So one wants his epitaph to read “Here lies John Doe. He beat the S&P 500.” There needs to be an easy-to-understand and easy-to-implement system that properly reflects both your goals and the consequences of failing to meet those goals. Retirement savers want and need a system that represents a better way to set and meet retirement goals.

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The Folly of Risk and the 401k Fiduciary

    The Folly of Risk and the 401k Fiduciary

Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/17

Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/16

Taking responsibility, Greek fiduciary tragedy, and questioning investing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/24/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/24/16

Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/15/15

Social Ponzi Scheme Security, DOL delays, and active ascends.

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