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Financial Freedom Blog
In an article published in “Financial Planning” magazine published today, passive investing — the cornerstone of asset class investing — is shown to be superior than active investing. Again. “We took another look at the active vs. passive debate, but this time we examined the average returns for each of … Read More
In the Fall of 2015, I started to write a series of blog posts on the most common investing mistakes we see investors making before they become clients. When the list reached 52, I decided to write a book instead of doing 52 blog posts. That book is now published … Read More
Millions of die-hard baseball fans are celebrating the opening of baseball season this month and the 27th anniversary of the release of the iconic baseball movie “Field of Dreams.” In honor of the movie that debuted on this day in 1989, I wanted to take time out to reflect on … Read More
When the Labor Department published the new rule last week that requires advisers who give advice to retirement plan participants to be fiduciaries, it was with good intent. Unfortunately, as the saying goes “there’s many a slip twixt cup and lip.” In other words, the intent was not carried through in … Read More
Today, the Department of Labor (DOL) issued a new rule for advisers who provide advice to investors in retirement plans (401(k), 403(b) and IRA’s). Broadly, the new rule requires advisers who work with investors in retirement plans to meet the fiduciary standard of what is in the best interest of … Read More