Investment management fees have always been a hot topic – in particular, fees that aren’t explicit. A fund’s management fee—e.g., its “expense ratio”—falls in that category. This fee reflects the cost of running a […]
The Federal Reserve put a third round of quantitative easing in place on September 13th. The Fed pledged to buy $40B of mortgage-backed securities each month until the unemployment rate falls below 7%. Analysts […]
Running a 401K plan at times may feel like being a parent watching five 2-year-old children while attempting to cook a meal. Unfortunately since we’re not gifted to be able to focus on several […]
I recently completed Q2 2011 performance reviews with my clients. While strategies shouldn’t change drastically from quarter to quarter, it’s important to continuously check in to ensure that investments are still aligned with each […]
The “self-directed 401K buzz” is building once again. This time, in response to a dismal market and high 401K fees. Traditionally, 401K’s offer a limited selection of mutual funds and other investments and not […]
Given the state of the economy and the threat of Medicare and Social Security cuts, “retirement” has unfortunately become the new dreaded dirty word in households. While plans to cut expenses are being discussed […]
Given how each president more often than not tweaks the country’s tax rules as well of other related policies after entering the White House, it’s a good idea to revisit certain techniques in order […]
Baby Boomers have nine lives. As teenagers, they benefited from profound yet positive social change in the 60’s and 70’s. As young adults, they profited during the “Greed is Good” era of the 80’s. […]
Imagine for a moment you were presented with the opportunity to swim across the Hudson River in a contest for $1M. The unique aspect of this content is that as long as you crossed […]
Startups are popping up in New York like whack-a-mole. Whether it’s a technology startup or hedge fund startup, individuals in the Big Apple are manifesting their independence in an Eastern startup surge. It’s no […]
