Monthly Archives: April 2012
Mutual Funds – Too Big to Succeed
Below is a link to an article in Smart Money magazine. The article contends that as mutual fund asset sizes grow, the ability of the fund’s managers to outperform the market becomes tenuous. The debate as to whether mutual funds … Continue reading
Life Expectancy
In the most recent issue of Money magazine is an article, “Why Do I Need My Savings to Last to Age 100 if my Average Life Span is much Shorter?” The article discussed what is the appropriate life expectancy in … Continue reading
Fiduciary Duty
Below is a link to a recent article in the Wall Street Journal. The article is an opinion piece regarding the Department of Labor’s recent activity to hold all financial advisors to a fiduciary standard when advising clients. While we … Continue reading
“Longevity Insurance”
Below is a link to an article in the Wall Street Journal regarding longevity insurance. It presents an interesting way to mitigate the fear of outliving one’s retirement funds. However, it does come with some issues worth considering. Basically, the … Continue reading
Caveat Emptor
Below is a link to an article from Smart Money. The article discusses a study in which undercover actors made 300 visits to Boston-area financial advisers and banks to obtain help on how best to manage their portfolio of investments. … Continue reading
