Monthly Archives: March 2010

Mutual Fund Industry v. You

Posted on March 31, 2010 by petillo — No Comments ↓

If you are not happy with the way your 401(k) plan adviser has invested your money, then, according to the recent Supreme Court ruling, you should invest somewhere else. In a decision that is clearly a victory for the mutual…

Tagged with: 401ks, fees, Investment Company Institute, investors, mutual fund industry, retirement
Posted in Repercussions: A Retirement Review

Running Towards Danger: The New Retirement Plan

Posted on March 30, 2010 by petillo — No Comments ↓

It is never easy to pinpoint the exact beginning of a crisis. Pinpointing a retirement crisis is even more difficult. You can assume that because one event usually leads to another, at least in our experience with these sorts of…

Tagged with: actively managed mutual funds, bond funds, diversity, equities, maturity wall, portfolio, retirement planning, risk
Posted in 401k, Mutual Fund Investing, Profitable Investments, Retirement Planning Target 2025

Risk Retention: A Question of Trust

Posted on March 30, 2010 by petillo — No Comments ↓

Your retirement portfolio is probably overweighted in bonds. If the inflows to bond mutual funds are any indication and the rising popularity of target date funds as the default investment for new investors just beginning their retirement journey are any…

Tagged with: 401ks, banks, bond funds, economic recovery, retirement, retirement portfolios, risk retention, target date funds, trust
Posted in Repercussions: A Retirement Review