Articles
How to Run a Successful Retirement Plan: A Guide for Medical and Dental Practices
Whether you have an existing plan, looking to open a new plan or upgrade the plan you already have, there are four things you need to consider that can significantly improve the quality of your plan: having the right plan design, minimizing plan cost, managing your fiduciary liability as a plan sponsor and selecting the right plan services that can both minimize your fiduciary liability and help plan participants achieve better investment results. Read onWhy I (Still) Like ‘Buy and Hold’
Buy and hold was recently pronounced to be 'dead' by many investment professionals, authors and commentators. However, the problem lies in general misunderstanding of how to manage portfolio risks, not with the buy and hold concept itself. Read onLessons for Advisers from the Crash of 2008
Most investment advisers still don't know very much about how to protect our client's portfolios from crashes. To avoid future losses, we must learn our lessons from the crash of 2008. Read on