How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?
Tag "Michael Prus"
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The future of true asset allocation may lie in understanding its past.
Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?
Are our expectations of Asset Allocation too high?
Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?
For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?