I wrote this article back on November 8,2011 on my Golden Valley Patch Blog In this blog back on October 26, 2011, I wrote about the new Department of Labor regulations regarding improving all Minnesota company retirement plan participant’s access to investment advice...
I wrote this article on November 3, 2011 on my Golden Valley Patch Blog. A common question I get from the Minnesota company 401(k) retirement plan participants that I meet with has to do with how the mutual funds they own in their company retirement plans perform...
I wrote this article on October 24, 2011 on my Golden Valley Patch Blog. This last week in Chicago, the Center for Due Diligence hosted their 2011 Advisor Conference. The title of the conference was “Participant Advice, Retirement Income & Growth Strategies.” This...
I wrote this article on October 13, 2011 on my Golden Valley Patch Blog. In the investment business, as soon as a financial expert puts his or her forecast out for all to see and hear, most likely something unexpected is going to happen Whether it is about the...
I wrote this article on October 19, 2011 on my Golden Valley Patch Blog. I remember several years ago the day that I rushed back to my office with my first color printer. I could not wait to begin printing those beautiful multi-color pie charts for my clients. At the...
This article was written by me on October 11, 2011 on my Golden Valley Patch Blog. Over the last few years, more and more Minnesota company retirement plan sponsors have added the SDBA (self-directed brokerage account) option to their company retirement plan menu. The...
