Show me the money!
By: Mark Mensack
This is the final installment of a six part series on choosing a 401k plan advisor. What fees and expenses will my plan be subject to, and...
5 Ways Your Financial Advisor Selection Process Creates Hidden Risks!
By: Jack Waymire
Most investors do not have formal processes that they use to select financial advisors. They usually interview a few advisors and select the ones they...
Caveat Emptor: There’s more!
By: Mark Mensack
This is Part 5 of a six part series on choosing a 401k plan advisor. While many nationally recognized insurance and brokerage firms advertise that they...
What do A-Rod and Wall Street Executives have in Common?
By: Jack Waymire
Major league baseball, Wall Street, and companies don’t cheat. Baseball players and company executives cheat. They are the decision-makers. Agencies provide names if the cheater...
Client Expectations Matter!
By: Marshall Serwitz
Dr. Harry Markowitz won a Nobel Prize for his pioneering quantitative research and economic theories. He is credited with developing much of the intellectual framework...
Caveat Emptor
By: Mark Mensack
This is Part 4 of a six part series on choosing a 401k plan advisor? Wouldn’t a reasonable 401k plan sponsor be put at ease with...
Weighing In: There Will Be More Detroits!
By: Jack Waymire
50 years ago I was awarded a scholarship to pursue a Master’s Degree in Public Administration. Part of the program required an internship at a...
Defining Income in Retirement: Safe Money vs. Risk Money
By: Paul Durso
How much money do you need to retire? We’ve all seen the commercials asking, “what’s your number?” The commercials are referring to the amount of...
Weighing In: Friendly Financial Advisors are Dangerous!
By: Jack Waymire
This investor and her friends and neighbors were victimized by a friendly financial advisor who was also a criminal. See For Retirees, Investment Fraud Can...
A Brokers Contractual Obligations
By: Dale Ledbetter
Clearly, in a managed account a broker enters into a contractual arrangement with an investor to “handle” or “manage” their money. The agreement spells out...