Due Diligence
5 Reasons Why a 401k Plan Fiduciary Should Reconsider Using ETFs
Sometimes something that appears too good to be true really is. Professionals have long known the potential pitfalls of ETFs. Only recently have these facts become more widely known. Don’t be surprised if, like a tube of toothpaste, squeezing one problem away only creates a bulge in a different problem.
Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds
2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.
Readers Select Top Fiduciary Stories of 2009: #9 New Research Reveals When Active Beats Passive
With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?
Does the “Lost Decade” Signal the End of Passive Investing?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
New Research Reveals When Active Beats Passive
Want to know when Active Beats Passive? A Journal of Investing study may just have the answer.
Prof’s View on Today’s Economy: Out of the Fire and Into the Frying Pan
Job recoveries from financial crises are traditionally slow. Poor credit markets and government policies continue to hamper small business and consumer spending, calling into question whether we’re about to emerge from recession. Worse, once we do, bond investors might be in for an unpleasant surprise.
Can Commodities Hedge Inflation?
If you’re a fiduciary worried about potential liability, be warned. Commodities trading remains speculative and may not be appropriate for unsophisticated investors – no matter what the TV tells them.
Can Currency ETFs Help Your Portfolio?
The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.