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28 Oct 2011

The Wisdom of the Masses

The current gatherings of anti-Wall Street protestors seem like amorphous groups, but the protests center around a variety of issues related to financial insecurity.  According to the protestors, every class strata, with the obvious exception, is financially stressed and their losses in home equity and market portfolios will take years

Chuck Epstein 0
28 Oct 2011

Want to Increase Your 401(k) by Up to 28%? Here’s How

Want to increase your 401(k)’s returns by up to 28%? Here’s a simple way to do it:.  Don’t focus on fund selection or the asset mix; just look at the most mundane, boring statistic in investing: fees. Fees are off the radar screen for most 401(k) plan participants, and sadly,

Chuck Epstein 0
28 Oct 2011

Lawsuit Provides Cost Data About Directing 401(k) Business to Proprietary Funds

As discussions on Capitol Hill continue about the need for broker-dealer to adopt a uniform fiduciary standard, a lawsuit may provide some answers to a Congressman’s question about the lack of hard data. The question about the need to supply hard numbers to prove the cost of violating suitability standards

Chuck Epstein 0
28 Oct 2011

The “Golden Age” of Mutual Funds Has Passed

  It is pretty evident to anyone who uses Morningstar or Lipper that choosing a fund in any category is challenging, not so much by the unique features of each fund, but by their profound commoditization.  In the U.S. large-cap fund category alone, Morningstar lists 200 in their database, but

Chuck Epstein 0
28 Oct 2011

New Demographic Study Shows the Power of Baby Boomers

While everyone has an opinion about the markets, few people dispute demographic trends, especially when they become available on a global basis. A new report by the consulting firm of A.T. Kearney, the Global Maturing Consumer study, claims to be the first to interview 3,000 people older than 60 in 23

Chuck Epstein 4
27 Oct 2011

Re-Thinking the Definition of Wealth Management

While large segments of the financial services industry focus on wealth management, a larger and more ominous number of financial reps will soon be practicing financial planning in an era of wealth destruction. The odd thing is that both types of financial planners will be working with the same fundamentals.

Chuck Epstein 0

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