27 Mar 2015

Are Retirement Planners Whistling Past the Graveyard?

The retirement situation is changing so rapidly that it’s not realistic to continue practicing retirement planning like advisers did a few years ago. The new political and investment reality is leaving most financial pros in the dust. Their clients know more about these basic changes than the professionals. The demise of

Chuck Epstein 0
18 Nov 2014

Principal CEO Says Investors Cannot Understand Benefits of ETFs and Alternative Investments

CEOs set the tone for their companies in every respect–behavior, motivation, intellectual curiosity, innovation and ethics—so it was not surprising to hear that the Larry Zimpleman, CEO of Principal Financial Group ($114 billion in assets under management), my former employer, criticized some of the most innovative products in modern financial

Chuck Epstein 0
17 Oct 2012

The Financial Literacy Dilemma by David Lufkin

  By David Lufkin As part of the Dodd-Frank Act, the SEC has been charged to “identify the existing level of financial literacy among retail investors as well as methods and efforts to increase (it).” Part 1 of the SEC Financial Literacy Study was released recently, but the horses left

Chuck Epstein 0
02 Dec 2011

Low Fund Costs Predict Better Future Returns

The debate over the benefits of active investment management versus passive investing remains a favorite topic of investors.   Whenever new data emerges to buttress the long-established argument that index funds, which use passive investing, outperform on all measures compared to active-funds, the strategy gains more attention. 

Chuck Epstein 0