C’mon Baby, Tax the Rich: The Elephant In The Room
I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes...Read More
Friday, December 19, 2025
Blog 4 Columns
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Why is QDIA Important?
I agree with the author of “Are Qualified Default Investment Alternatives (QDIAs) Good, Bad or Lazy “Choices”?” that QDIA should...Read More
Case Study: What is Wealth Crash Test and How it can Help You
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
Tax the Rich: Let Them Stop Eating Cake
Taxing the rich is not a new idea by any means. But the call to take more money from them...Read More
Case Study: Here is How a Prudent Process Approach Prevails
Litigation against plan sponsors is nothing new. But in the aftermath of the financial crisis of 2007-2008, the number of excessive fee lawsuits that were brought by participants in 401(k) has increased. Tibble vs. Edison, decided in 2017, was one of the most famous cases in which the plaintiffs claimed that executives of the Edison International Inc.
Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!
On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite...Read More
How Cryptocurrency Can Still Take Over The Internet: Part II
In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the...Read More
More Advisors Now See Opportunity Instead of Competition in Technology
Financial advisors are less intimidated by the risk of technological progress taking their jobs rather than they were a few...Read More