There has been a flurry of articles lately on the Department of Labor decision to ask for more guidance on the brokerage window option in company 401(k) retirement plans. This option is often referred to as the SDBA (self-directed brokerage account). Charles Schwab...
New rules governing money-market mutual funds issued by the Securities and Exchange Commission don’t go into effect for two years. Even so, you should still be concerned about the money-market mutual fund in your company 401(k) retirement plan account. A money-market...
In an article on Business Insider today, Minneapolis-St. Paul was named the number one hardest-working metro area in the United States. The rankings were provided by SpareFoot, an Austin, Texas based self-storage marketplace company. The numbers for the rankings were...
Ron Lieber of the New York Times is one of my favorite authors of financial and money matters. I frequently forward his columns to my existing clients and future prospects. His August 22, 2014 article titled “An Emerging Price War in the World of Investment Advice” is...
An article published in Forbes by John Wasik includes a good summary of the primary sources of investment information for individual company 401(k) retirement plan participants. In addition to listing the pros and cons of each type of investment, the article provides...
An article published in the New York Times describes why a Power of Attorney isn’t as powerful as some people think. The information hit home for me since I’m the Power of Attorney for two of my family members: My 90-year-old uncle and my 86-year-old dad. Over the...
