Managing non-standard securities in 401kFiduciaryOptimizer
The Ask: As you know, the 401kFiduciaryOptimizer, is quite a flexible tool where you can work with both audited and non-audited retirement plans. You can even run a full scale...Read More
Friday, March 20, 2026
Blog 3 Columns
Big Page Title StyleWeek of June 24, 2019
1. THE HOME STRETCH – The S&P 500 has closed at its calendar year high in the second half of the year (i.e., during the 6 months of July-December) 74%...Read More
What kind of risks do you need to take when it comes to planning retirement income?
Recent research from the Deloitte Center for Financial Services focused on retirement preparedness, showing a number of practical barriers that were either preventing or discouraging people from saving for long-term...Read More
Senators Intend to Create a Federal Retirement Commission
As reported by the National Tax Deferred Savings Association, bipartisan legislation is creating a new federal commission that’s going to deal with studying and the recommendation of ways to...Read More
Week of June 17, 2019
#6. – The 18-month recession that the United States experienced between December 2007 and June 2009 wiped out more than $7 trillion of real estate assets and stock portfolios. At the...Read More
What will new stipulations for CFPs mean for fiduciaries?
With all of the ongoing regulation by the SEC and DOL, it’s about time more parties join the ring. As reported recently by InvestmentNews, the CFP board will now be...Read More
HOW FACEBOOK EXPLOITS YOU & WHAT IT MEANS FOR YOUR PORTFOLIO
Facebook is a company everyone loves to hate. But few people realize that Facebook’s scandals are almost completely predetermined by the nature of a platform business in a time of...Read More
House Passes the SECURE Act
On May 23, 2019, the House of Representatives passed the Secure Act, a bill backed by both Republicans and Democrats that aims to improve the nation’s retirement system. If it...Read More
Robo vs. Advisor
In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the...Read More