SECURE, BI, and 3% fees!
Commentary
SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.
Waiting for the Senate and a Fiduciary guessing game.
The entire Morehouse class of 2019 has just won a lottery of sorts. Like all lottery winners, what happens next will reveal the content of its character. And possibly reveal the ultimate fiduciary lesson.
SECURE Act recap, BI coming, and ESG sizzling.
Lotsa compliance talk, little fiduciary talks, and a better understanding of fees.
Compliance FedSpeak, Fee Recursion, and Parsing Investment Headlines.
Fiduciary Back-Off, Fee Free Lunch, and Bad Bonds
Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.
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Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.