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.
Tag "retirement"
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
Foreign Collusion, SEC Skeptics, and Investment Fads.
Changes, SEC as cavalry, and the revenge of the Alts.
Practical discussions, wither “Fiduciary”? and understanding fees.
Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18
Government AWOL, Fiduciary Name Game continues, and should fees be determined by the marketplace or the courts?