6 Ways to Know If Your Financial Advisor is a Fiduciary

Friday, March 11, 2016

Published in 2011 by Summit Financial Planning They will show you their signed written oath promising to exercise their best effort to act in your good…

Are 401(k) Fees Making Companies Richer at the Expense of Workers?

Friday, March 04, 2016

By James M. Breslow Published on Mar 3, 2015 by FRONTLINE It can be hard to make sense of the fees that can accompany a typical 401(k), and that confusion…

Ten Things a Fund Prospectus Won’t Tell You

Wednesday, March 02, 2016

A lot of crucial information isn't there. Here's what's missing—and how to get it. By Karen Damato Published on Nov 3, 2013 on The Wall Street…

Think You’re Ready to Retire? Grab a Pencil.

Wednesday, March 02, 2016

If you're stumped by basic questions about nest eggs, life expectancy, health care and more, your later years may not be as good as you…

Retiring Boomers Find 401(k) Plans Fall Short

Tuesday, March 01, 2016

By E.S. Browning Published on Feb 19, 2011 on The Wall Street Journal  The 401(k) generation is beginning to retire, and it isn't a pretty sight.…

Mutual Fund Fees: A Bad Incentive Fades Away

Tuesday, March 01, 2016

Revenue sharing payments from asset managers to brokerages are likely to become a thing of the past By Jason Zweig Published on Feb 26, 2016…

Variable Annuities Face New Test From the Government

Friday, February 12, 2016

Labor Department proposal could change commissions from controversial retirement savings vehicle By Anna Prior Published on Feb 8, 2016 on The Wall Street Journal Variable annuities—which…

How To Purge Your 401(k) Of Toxic Funds

Friday, February 12, 2016

By John Wasik Published on Jan 25, 2016 on Forbes Some mutual funds within 401(k)s are just toxic. They eat up your nest egg through poor performance…

Labor Department’s Tougher Retirement Advice Rule Nears Completion

Friday, February 12, 2016

Fiduciary rule would require brokers and financial advisers to act in the ‘best interest’ of retirement savers By Yuka Hayashi Published on Jan 29. 2016…

Fees on Mutual Funds and ETFs Tumble Toward Zero

Friday, February 12, 2016

‘Loss leaders’ boost returns for investors but come with new risks; gasps at Goldman Sachs By Jason Zweig and Sarah Krouse Published on Jan 26,…

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