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Education

A Trip Down Memory Lane – Revisiting Portfolio Optimization

It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification

You won’t find it in the dictionary but you’re likely to find it in every 401k plan.

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How Many Investment Options Should 401k Plan Sponsors Offer?

A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?

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Tips 401k Plan Sponsors Can Use to Help Employees Avoid Risk Aversion

Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.

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Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees

Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.

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Why Risk Doesn’t Matter to the ERISA Fiduciary

First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?

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The 401k Plan Sponsor’s Dilemma – What’s Wrong with “Risk”

How a simple pub game destroyed the nearly two generations-old foundation that built a Nobel-Prize winning investment theory.

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Investment Risk and the 401k Fiduciary: An Overview of Components

To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 2nd Deadly Sin – The Joy of “Risk”

To really understand investment risk, we must first discover how risk management first evolved.

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Market Regulation: Boon or Bane to 401k Plan Sponsors & Investors?

What famous logical fallacy might explain how Washington dooms 401k fiduciaries and their investors?

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