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An Ounce of Prevention

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. Adage – a...

Don’t Buy a Lemon; The Argument for Value

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. When looking to...

The 401(k) Toolkit

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. I’d like to...

Only Time Will Tell For Retail

I was recently interviewed by a reporter from financial-planning.com wanting my take on the growing number of retailers looking to enter the financial services industry. Notable names like Costco, Walmart and Amazon have rolled out current plans or are publicly discussing their interest in the industry. Technology has...

What’s Your Number?

Got five minutes? The topic of this blog post is covered in our Fiduciary Five Podcast series hosted by Chuck Hammond of the 401(k) Study Group. The Fiduciary Five Podcast…your fiduciary questions, answered in about five minutes.  To listen to the related podcast, click here. We’ve all seen...

Planning for Inflation: An Uphill Battle

I recently spoke with Maryalene LaPonsie from U.S. News & World Report on how inflation impacts retiree investors’ portfolios. You can read the full article here: https://money.usnews.com/money/retirement/baby-boomers/articles/2018-02-22/why-inflation-tops-retirement-concerns Inflation is a hot topic of late. After several years of extraordinarily low inflation rates, wages appear to be increasing and...