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The Fiduciary Perils of Selling Short

    The Fiduciary Perils of Selling Short

As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.

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When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?

    When Do Index Funds Raise A Fiduciary Issue With 401k Plan Sponsors?

401k plan sponsors can’t afford to fall victim to the lure of heuristics. Index funds can generate just as much fiduciary headaches as actively managed funds.

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A Fiduciary Solution to the Social Security Problem

    A Fiduciary Solution to the Social Security Problem

Ultimately, to survive, Social Security must evolve into a defined contribution system and away from its current Ponzi Scheme structure.

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How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

    How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

Perhaps, when planning for retirement, self-security is more important than Social Security.

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