Tag: investment manager

So How Do We Shop for a 401k Plan?

Whether we’re in the market for something to serve merely as a basic means of transportation or something more exotic like an iconic ’64 Ford...

Is the Market Headed Higher or Lower? Are Investors Impostors?

Is a tomato a fruit, or is a tomato a vegetable? Botanically, tomatoes are a fruit. But in 1894 the U.S. Supreme Court (Nix v....

Client Expectations Matter!

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...

The Real Deal: ERISA 402(a) Named Fiduciary & ERISA 3(38) Investment Manager

This is Part 3 of a six part series on choosing a 401k plan advisor? Are we calling a spade, a spade? In writing, and...

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