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Blog

Friday, October 20, 2017

I was looking over a recent article in FORTUNE about what Congress could do to make your 401k better. Of course, waiting around for Congress to do something that would actually improve 401k plans is often a practice in futility. The...

 

Tuesday, June 6, 2017

If you have an IRA or an Ohio company 401(k), you should be aware of the new U.S. Department of Labor’s (DOL) fiduciary rule that is effective as of Friday, June 9, 2017. This new rule establishes a higher standard of care for...

 

Monday, May 22, 2017

Return of Volatility Last week’s equity swoon reminds us that market downdrafts can come fast and furious and can last an indeterminate amount of time. With increased market volatility, it doesn't matter if the cause is domestic...

 

Wednesday, April 26, 2017

The other day I came across an article in the Wall Street Journal, and it got me to thinking (again) about Target Date Funds and 401k plans. These funds seem like the perfect answer to how one should invest their 401k account....

 

Monday, March 20, 2017

Ok, I’m old! Bear with me while I reminisce about the good ol’ days. (Back then we called them “These Trying Times” but I digress…) When I was starting out with my career, most people I knew, including...