Clifford Caplan
The Three Most Important Practical Things You Must Know as a Professional Fiduciary
Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).
Is “Active Share” the New Phrenology?
The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.
What Can Business Owners Do Before the Deadline to Save More for Retirement?
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
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.