27 Jan 2017

JPMorgan Chase Faces Fee and Conflicts-of-Interest Charges in Lawsuit

It seems the more it changes, the more it’s the same. Conflicts-of-interest and charging excessive fees seem to be part of the DNA of major banks (such as  Deutschbank and its $10 billion money laundering scheme out of Russia and Wells Fargo), insurance companies and investment firms when it comes to selling

Chuck Epstein 0
24 Jan 2017

How Will the Press Cover A President That Is Mentally Unstable?

“Trust me,” Trump said, “I’m, like, a smart person.” The unspoken and emerging realization is that President Donald Trump suffers from mental stability, specifically a “Narcissistic Personality Disorder.” While making any psychiatric diagnosis without actually having frequent meetings with a person is based on educated conjecture, it is not without precedent. 

Chuck Epstein 0
23 Jan 2017

Trump Moves to Repeal the Pro-Investor Fiduciary Standard

Despite its claims to be for “all Americans,” the Trump Administration is moving fast to repeal the historic pro-investor fiduciary ruling that let’s 401(k) investors know the fees, expenses and conflicts-of-interest their financial advisor and 401(k) providers are receiving when selling them mutual funds and annuities for their retirement accounts.

Chuck Epstein 0
21 Jan 2017

Get Active: Get Your Ideas Noticed in These Uncertain Times

Need a blog, article, feature story, speech or corporate writer with 35+ years of experience to write or manage a project, write a book or edit a newsletter? Let me know. I have written by-lined articles for over 50 publications, plus a few books and won national writing awards (Society of American

Chuck Epstein 0
19 Jan 2017

Exxon Has No Allegiance to the U.S. and Neither Will Tillerson

By now, anyone seriously interested in Exxon’s long and twisted history in the oil industry worldwide can readily find information about its dealings with dictatorships, criminals and shadowy politicians to extract and export black gold from the far reaches of the earth. But, the proposed appointment of ex-Exxon Rex Tillerson

Chuck Epstein 0
19 Jan 2017

Managing the Big Risks of Medical Bankruptcies and Retirement Planning

People planning for retirement, along with financial professionals who do retirement planning, should incorporate the risk of medical bankruptcies into contingencies as the Trump administration moves to shift more of the costs of medical treatment to individuals as part of their new conservative policy regime. Bankruptcies due to medical costs

Chuck Epstein 0
15 Jan 2017

Bad News For the Retirement Industry: 401(k)s and IRA’s Fail Compared to Pension Plans and Milton Friedman Was Wrong 

Two of the cherished gems of the investment and retirement industries are being criticized as failing and this means more bad news for Americans planning for retirement. The first gem to be tarnished was shown in an eye-opening research report from the Economic Policy Institute about the failure of 401(k)s and

Chuck Epstein 0
11 Jan 2017

New Newsletter to Tackle the Issue of Aging With Dignity

Every day, about 60,000 baby boomers turn 65 and whether they retire or not, they are entering the older part of the population in greater numbers than any other time in U.S. history. According to the National Institute of Health, there are about 35 million Americans over age 65 and

Chuck Epstein 0
04 Jan 2017

Why Obama Intentionally Failed to Reform Wall Street

As President Obama leaves office this month after two terms, people should rightfully assess his achievements, especially those related to financial reform after the largest recession since the Great Depression. But for those who take the time, Obama’s financial reform legacy is non-existent. He had a Democratic majority at the

Chuck Epstein 0
02 Jan 2017

Fees, Revenue Sharing and Deregulation: How the New Trump Plan Will Raise Retirement Costs

The Republicans have never hid their distain for regulation and now with the surprise victory of Donald Trump and his arch conservative vice president, the simmering Republican distain for reversing all things from the 1930’s New Deal will are going to be reviewed and partially reversed . This will take

Chuck Epstein 0