All advisors claim to be financial experts.
They also claim your interests come first.

  • What if these verbal sales claims are not true?
  • You are exposed to a major financial risk that is hidden from you. 
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Why Are TDFs so Popular with Plan Participants?

The short answer to this question is “Because their employers have chosen TDFs on their behalf.” Or more precisely, advisors choose TDFs (Target Date Funds) because employers rely on their advisors for this decision. Most assets are there by default. They belong to participants who can’t or won’t make an investment election.  So why do Read More

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Financial Advisor?

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