David Rae
Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule
The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.
80% Salary Replacement Rule: Origins and Exceptions for 401k Retirement Savers to Consider
The Rule dates back to the early years of the Reagan administration and has been updated annually for the past three decades.
Detecting These Signs of Overconfidence Can Help 401k Investors Avoid a Fall
How knowing Greek Tragedy and Elizabethan Theater can help us live a better retirement.
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Final Take
As bad a some industry players are, it’s always caveat emptor. Both plan sponsors, in their role as fiduciaries, and 401k investors must assume personal responsible and be accountable for their own retirement.
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Ugly
In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.
Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Good
If they only stayed on the straight and narrow path, they would have proved their point.
3 (Bad) Reasons 401k Investors are Over-Cautious
It’s a sad world where “safety first” has the opposite effect.
Finance Pros Sound Off on E*Trade Ad Controversy
A talking baby is cute, but is this a case of the pot calling the kettle black?
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