investment

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Does Your 401k Plan Owe You Money?

Short answer – probably.

Fred Reish, one of the nation’s most respected ERISA attorneys, has publicly testified that few 401k /404c plans are in full compliance […]

Is Your Financial Advisor a Fiduciary?

Fiduciary status is a controversial issue in the financial services industry. The issue is the ethical standards that apply to your relationship with your financial […]

Financial Advisor Compensation Can Wreck Your Retirement

Very few investors are aware of the critical importance of their financial advisor’s method of compensation. They select the financial advisor they like the best […]

Update to Accredited Investor Definition Coming

The Securities and Exchange Commission recently met to discuss and hash out whether it should revise the standards that define an “accredited investor”.  Broker dealers […]

5 Numbers for Investor Protection

Every investor should be proactive in protecting their financial security. Many would argue that organizations such as the Securities and Exchange Commission (SEC) and the […]

Has Your Broker Ever Suggested Index Funds to You? Updated Sept 2014

If you are in the vast majority the answer is “No.” The simple reason for that lack of action is simple. Index funds do not […]

By |September 29th, 2014|Categories: Products|Tags: , , , , , , |5 Comments