by Dave Hoshour | Oct 3, 2016 | Blog-Investments
Target date funds are wildly popular in 401(k) plans and are found in almost 80% of plans today. The little-known secret? They can be among the most expensive funds among the investment options. According to Morningstar, quoted in today’s Wall St. Journal...
by Dave Hoshour | Aug 17, 2016 | Blog-Investments
I recently covered what I thought was the biggest problem in 401(k)s today – advisors who don’t specialize in qualified retirement plans. This is the first of several parts addressing other problems in 401(k) plans. High fees are a risk to both employer...
by Dave Hoshour | Aug 10, 2016 | Blog-Investments
What’s the #1 problem with 401(k) plans today? I can think of several strong contenders for that title, mainly in the small plan market, which I define as under $25 million in assets. The biggest issues include high fees, lack of good participant education, poor...
by Dave Hoshour | Jul 11, 2016 | Blog-Investments
Think about the choices in your 401(k). You probably have a long list of stock funds, maybe two general purpose bond funds and a list of target date funds that combine stocks and bonds. Essentially, all you can invest in is a combination of stocks and bonds....
by Dave Hoshour | Jun 27, 2016 | Blog-Investments
Let me follow up to Saturday’s note about putting the Brexit in perspective. Much of the following comes from the “Up & Down Wall Street” column in the June 27, 2016 issue of Barron’s. Positives for Britain Economic Strength – Britain is the 2nd largest...
