Tag Archives: investing

The TRACK-RECORD Trap

When it comes time to choose a mix of funds, the investor or plan administrator is usually given only two pieces of information: The disclaimer that “Past performance is no predictor of future results” The past performance of each of the funds … Continue reading

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Got GIPS?

An investor, fiduciary, and plan administrator walks into a bar on Wall Street. He wakes up an hour later with a huge bump on his head and his wallet gone . . . Ba dum-cha! I know, bad joke. When is … Continue reading

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401k COST TRAP: Bundling and a Lack of Transparency

What you don’t see can hurt your investment results. Given the rules about fiduciaries (i.e. The Prudent Man Rule) and the sheer number of people looking over a 401k program before it goes into effect, one would think that these … Continue reading

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How to Invest During a BULL MARKET

Don’t miss the lesson of the last crash in 2008/9. If you’ve gotten older since then (if you’re reading this email, you likely did)… If you are currently seeing record highs in your investment balances (if you aren’t, call me)… … Continue reading

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CRASH Ahead? The media have no clue, but they’ll talk it up

I want all of my clients to read this short article, and as you read, ask yourself these questions: How many times does the author contradict himself? What is the author trying to communicate – if anything? This may be … Continue reading

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