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August 25, 2016
Followers of our writings over the past few years know that we have been advising business executives who sponsor qualified retirement plans to pay closer attention if they want to avoid fiduciary liability. The pace of lawsuits is gaining momentum as plaintiff’s attorneys intensify their focus in...
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August 14, 2016
The ever expanding universe of mutual funds has grown so large it is almost beyond comprehension. Today, there are hundreds of fund companies offering thousands of mutual funds, all claiming that their team of experienced experts know something the rest of the experts have overlooked in their...
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July 27, 2016
Imagine you are taking a long-anticipated, well-deserved vacation. You researched the city and points of interest along the way that you want to visit, scoped out popular restaurants and the various activities you can’t wait to enjoy. You’ve read every guide book and Internet blog rating the best...
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July 8, 2016
That was the question Brits faced in their June 23rd voter referendum seeking an answer as to their desire to remain a member of the European Union (EU) or to leave. Global market volatility increased as we drew closer to the Brexit referendum with stocks gaining ground when polling sentiment was...
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June 15, 2016
When it boils down to it, all investors want the same thing, that being the highest possible return with the least possible risk. Therein lies the problem. Every investors’ understanding of and ability to bear risk is different. For this article, risk is defined as the possibility of loss...
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May 25, 2016
Any tennis player, golfer or baseball player can affirm that there is an area on the face of a racket, club or bat that is referred to as the sweet spot. It varies in size, but it is the optimal location on the particular instrument that the athlete wants to hit the ball. Anyone who can hit...