Truly one of my favorite web sites to keep my clients informed is Business Insider. Each day this site is filled with aggregated business news from all over the world. There is no question that the content on this web site makes me a more informed investment advisor...
Here is a link to a great article at marketwatch.com that provides updated 2016 investment performance numbers for all categories of mutual funds. Equity mutual fund managers in 10 out 11 equity categories tracked by Morningstar trailed their 2016 investment...
Very few individual company 401(k) retirement plan participants ever take the time to review their investment management decisions. They have no idea what worked, and what did not work, over the previous calendar year. Your year-end 2016 company 401(k) retirement plan...
Last week Fisher Investments published a Fisher’s 401(k) IQ IN THE WORKPLACE QUIZ. The quiz confirms a surprisingly low level of company 401(k) retirement plan knowledge. You may be surprised by your number of correct answers. It has long been the case that most...