Tag Archives | 401(k)


Are You Struggling to Understand 401(k) and 403(b) Share Classes and Fees?

Do you know what you’re paying for the mutual funds in your 401(k) or 403(b) plan? Most people don’t: a 2011 survey conducted by the AARP found that a whopping 71 percent of respondents didn’t think they paid anything for investments in their retirement accounts. However, this perception is far from the truth!  Luckily, new […]

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Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, […]

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