Monthly Archives: October 2013

A Trojan horse.  A wolf in sheep’s clothing.  Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading →

A few weeks back, I wrote a blog explaining what Fiduciary Duty really means. In this blog I talked briefly about proposed changes on the part of the Securities Exchange Commission (SEC) to the fiduciary standard. As a fee-only provider, … Continue reading →

Fall is upon us in the Midwest. One only need take a look outside to see the signs of the autumnal equinox all around them. The leaves are turning bright shades of yellow and orange and the air is fresh … Continue reading →

Lately there has been a lot of talk about Fiduciary Duty and the proposed legislation on the part of the SEC that will more clearly define and regulate the practices of financial advisers and create a more stringent set of … Continue reading →

A couple of weeks ago, it was announced that a group of former employees of Fidelity Investments, one of the country’s largest providers of retirement plans, was suing the financial giant. The employees alleged that the retirement plan they were … Continue reading →