10 Aug 2018

More Fee Pressure on Advisors Raises Questions About the Value of Financial Advice

The recent decision by Fidelity Investment that it will not be charging any fees for certain index funds through its Fidelity Zero Total Market Index Fund for US stocks and the Fidelity Zero International Fund for stocks outside the U.S. raises some important questions for both advisors and investors. The main

Chuck Epstein 0
08 Aug 2018

Retirement News Worth Reading

Retirement and financial security are issues that are not often discussed by the general news media and most politicians (except Progressives), but these are major events affecting people worldwide. In the U.S., here are some retirement-related news events worth noting: Concern over retirement security is a major concern for Americans.

Chuck Epstein 0
14 Jul 2018

Whistleblower recieves $78 Million For Work in JPMorgan Fund Scam

A financial forensic investigator has been rewarded for his years of work on a financial scam involving JP Morgan that resulted in a $267 million settlement with the Commodity Futures Trading Commission (CFTC). The investigator, Edward Siedle, who formerly worked for the Securities and Exchange Commission,  received $78 million as

Chuck Epstein 0
13 Jul 2018

The Progressive Economic Agenda Is No Threat to Prosperity

Many political commentators belittle the progressive social and economic agenda as unrealistic, too radical and pie-in-the-sky. Not true. Progressive financial policies are being used in various degrees by developed nations worldwide and especially in nations that have accessible health care for their citizens, lower infant mortality rates, a retirement safety

Chuck Epstein 0
14 Jun 2018

Mutualfundreform.com is now Theprogressiveinvestor.org

Since it was created in 2011, Mutualfundreform.com has sought to educate investors and future retirees about the ways to secure a more financially stable retirement.  Now, something is happening that can increase your odds of having a more financially stable retirement. That is the start of a progressive political caucus

Chuck Epstein 0
02 Apr 2018

When Financial Corporations Rip-Off Their Own Employees

  Taking advantage of a stranger is bad enough, but what happens when a large financial firm knowingly takes advantage of its own employees? And to make matters worse, what happens when the employees are disadvantaged by their own employers in their own 401(k) plans? You would think this is

Chuck Epstein 0
29 Mar 2018

Barclays Twisted View of Corporate Reponsibility

So this is how the world’s largest global banks, in this case Barclays Plc, based in London, play the regulatory and corporate accountability game: The bank admits it deceived investors and swindled them out of $31 billion in mortgage backed securities that helped propel the 2008 housing market-led recession. In

Chuck Epstein 0
19 Oct 2017

The Great Financial Mystery: What Caused the October 1987 Crash?

  October 19, 2017 marks the 30th anniversary of the worst single day stock market decline in history, an unprecedented event saw the S&P 500 stock index fall by 23% and sent a shock wave which roiled international financial markets for two years. Yet despite the severity, traders and researchers

Chuck Epstein 0
01 Oct 2017

New Benefit Offering Could Make Employees Indentured Servants

If you are sorry about your meager 4% annual raise or if you did not receive anything at all, you can take heart: Now, there is a new employee benefit being offered to make it easier to borrow from your own future wages. Just like the poorly-regarded pay-day loan industry,

Chuck Epstein 0
29 Sep 2017

Give the Colony a Break: Puerto Rico’s Devastating Disaster Story

The poor disaster relief response to Puerto Rico has rightfully attracted national attention, but the many explanations about the failures to alleviate the suffering fail to address the main reason: Puerto Rico is a colony. This means the island, now classified as a commonwealth, is free to be financially and

Chuck Epstein 0