Chuck Epstein

Chuck Epstein is an award-winning writer, who has held senior-level marketing and communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, Zacks Investment Research, Russell Investments and Principal Financial. He has won national awards from the Mutual Fund Education Alliance (MFEA) and his site,, was named best small blog in 2009 by the Society of American Business Editors and Writers (SABEW).

Smart Financial Moves to Begin the New Year

The New Year 2016 is fast approaching and if economic experts are correct, investors should prepare themselves for living on less as a global low-return...

How Retirement Became So Risky

Risk management is regarded as an essential element of modern investment management.  But few people recognize that retirement—the period when a person stops working and...

Changes in Insurance Brokerage a Cautionary Tale for Mutual Fund Wholesalers

“Creative destruction” is coming to the $2.8 trillion health care industry, changing everything from eligibility requirements to coverage options, but the changes also are fundamentally...

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