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Rethinking Performance Standards (Part II – The Solution)
A fiduciary who only looks at the most recent reporting period stands to make an unfortunate – and potentially damaging – investment decision… and unnecessarily exposes himself and his company to a liability that can otherwise be easily avoided.
Rethinking Performance Standards (Part I – The Fatal Flaw)
Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.
The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails
Why rely on the vagaries of Washington politics when it comes to their future retirement when you can teach them to control their own destiny?
How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement
Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.
3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken
One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”
Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently
If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generation’s unique decision-making, including the decisions about their money.
New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?
The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?
When Must a Fiduciary Say “No” to No-Fee Funds?
Still, others remain cautious, especially given the novelty of the idea and the fact it remains untested.
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