The conflicts-of-interest inherent in selecting proprietary funds are apparent. Less so are the criteria used to determine what a suitable process might be.
Tag "Ron Surz"
The problem with Sequence of Return Risk is that thereâs no way of knowing if youâll experience it. Itâs a roll of the dice. The best way to avoid this risk is to prepare as if it were going to happen.
Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?
Who needs fee disclosure when you have Jerry Schlichter?
Like lemmings to the sea, retirement savers default to a controversial product.
“Advisers should be very scared of being implicated in the lawsuits that will happen.”
What the stress test of Q3 2011 tells us about what the Target Date Fund industry learned from 2008 – and what it didn’t.
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Fiduciary Facts, Fee Faux Pas and Ignorant Investing