Basic Members
The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There
As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
When Does “Socially Responsible” Investing Violate Fiduciary Duty?
It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17
State-run suspicions, the funny thing about fees, and investing’s good old days.
Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/17
States don’t run, fee scruples, and Bogle’s Bombshell.
How the Media and Markets Conspire to Thwart Retirement Savers
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/5/17
A New Fiduciary, Fee Crossfire Silence and Controlling Expectations.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.