by Dave Hoshour | Aug 3, 2017 | Blog-Investments
So many smaller 401ks (under $10 million in assets) don’t pay enough attention to 401(k) fees. But having total fees that are 1% higher can make a huge difference in your retirement funds. For example, if you currently have $50,000 in your 401(k), earn $50,000...
by Dave Hoshour | Mar 8, 2017 | Blog-Investments, Uncategorized
The most popular course I ever taught was called Finishing Well. I taught people how to get everything together so that their executor, or perhaps themselves as executor of a parent’s estate, would not find themselves in “executor hell.” The tasks...
by Dave Hoshour | Feb 10, 2017 | Blog-Investments
Well, there is a whirlwind in the oval office these days, and one of the recent actions was to put the new DOL fiduciary rule on hold as part of a review ordered on the reasonableness of provisions in the enormous Dodd-Frank bill passed in 2009. The fiduciary rule was...
by Dave Hoshour | Nov 21, 2016 | Blog-Investments
It’s been two weeks since the election and it is pretty clear what the stock and markets think will happen under President-elect Trump – faster economic growth from spending on infrastructure and significant cuts in the corporate income tax rate, as well...
by Dave Hoshour | Oct 3, 2016 | Blog-Investments
For a while now, I’ve been using lower forecasts for stock and bond market returns over the next 10 years than the long-term historical averages. I think financial planners, advisors and brokers do their clients a disservice by using the Ibbottson average...
