In the almost 7 years I have been writing this blog, I have written a number of book reviews about 401(k) plans and investing that have tracked the retirement plan industry. Josh Itzoe’s Fixing The 401(k) in 2009 Pat Huddleston’s, The Vigilant Investor: THE VIGILANT INVESTOR: A Former SEC Enforcer Reveals How To Fraud Proof-Your Investments in 2011 … Continue Reading
If you’re in and around the 401(k) world, you know who Chris Carosa, CFTA, is. And if you don’t you should. Most of us know him as a prolific author who is the Chief Contributing Editor of FiduciaryNew.com, a superb source of information and commentary about the fiduciary aspects of retirement plans. Chris now has … Continue Reading
The recent, premature death of Steve Jobs brought the concept of entrepreneurship back into our economic lexicon. Tim Kane wrote about Steve Jobs after his retirement, but before his death, in Growthology, the blog created by the Kaufmann Foundation of Entrepreneurship, said: The American economy has been the strongest in the world for nearly a … Continue Reading
My blogging buddy security lawyer Bill Singer on his blog, Broke and Broker, An Irreverent Wall Street Blog (always a good read), posts frequently about investment scams and scoundrels. In one of his latest, Bill writes that Feds Bust Bank Guarantee Scam. But the Feds don’t have the manpower and resources to get to all … Continue Reading
That’s Bob Walker on the cover of his new book, How Am I EVER Going to Retire? If you’re in the investment business and have had – or have – to pass the Series 6, 7, 63, 65, or 66, you may know who Bob is. He’s the owner of Pass The Test, Inc., the … Continue Reading
This is a blog about retirement plans. So why, you might ask, am I reviewing a book about health care? I’m certainly not an expert on this complicated topic. But I am an expert on paying for it as a business owner, as a health care consumer, and an expert on watching client business owners … Continue Reading
The Employee Benefit Research Institute (EBRI), an independent non-partisan research organization, in their annual Retirement Confidence Survey (RCS) has been asking workers how confident they are in having enough money for a comfortable retirement since 1993. And in today’s economy, it should be no surprise that EBRI reported The 2009 Retirement Confidence Survey: Economy Drives … Continue Reading
So what’s a nice book about psychology doing on a blog like this. Take a seat on the couch, and we can talk about it. It’s a small world when it comes to blogging. One day I came across the British Psychological Society’s Research Digest Blog, which is written and edited by Christian Jarrett, Ph.D., a British … Continue Reading
I was one of those commentators who ended last year on a “glass half empty” note when I characterized the 2008 retirement plan year as The Good, the Bad, and the Ugly. Some commentators like Mark Miller were much more direct. Mr. Miller ended the year in his column that appears on his website, RetirementRevised, … Continue Reading
Fran Hawthorne is an accomplished journalist who over the last 20 years has specialized in finding and writing about the intersection of corporate America and timely and sometimes contentious social issues. She’s written articles for publications such as Fortune, Business Week, and Institutional Investor and has authored books on such issues as the dangers of … Continue Reading