Have I Got a Fund For You! Why Brokers Push Some Investments

Digging in to the fine print reveals the incentives that may lead investors to get conflicted advice ILLUSTRATION: ALEX NABAUM0 COMMENTSByJason ZweigJanuary 4, 2019 If only, in…

6 Ways to Know If Your Financial Advisor is a Fiduciary

Published in 2011 by Summit Financial Planning They will show you their signed written oath promising to exercise their best effort to act in your good…

Are 401(k) Fees Making Companies Richer at the Expense of Workers?

By James M. Breslow Published on Mar 3, 2015 by FRONTLINE It can be hard to make sense of the fees that can accompany a typical 401(k), and that confusion…

Ten Things a Fund Prospectus Won’t Tell You

A lot of crucial information isn't there. Here's what's missing—and how to get it. By Karen Damato Published on Nov 3, 2013 on The Wall Street…

Think You’re Ready to Retire? Grab a Pencil.

If you're stumped by basic questions about nest eggs, life expectancy, health care and more, your later years may not be as good as you…

Retiring Boomers Find 401(k) Plans Fall Short

By E.S. Browning Published on Feb 19, 2011 on The Wall Street Journal  The 401(k) generation is beginning to retire, and it isn't a pretty sight.…

Variable Annuities Face New Test From the Government

Labor Department proposal could change commissions from controversial retirement savings vehicle By Anna Prior Published on Feb 8, 2016 on The Wall Street Journal Variable annuities—which…

How To Purge Your 401(k) Of Toxic Funds

By John Wasik Published on Jan 25, 2016 on Forbes Some mutual funds within 401(k)s are just toxic. They eat up your nest egg through poor performance…

Labor Department’s Tougher Retirement Advice Rule Nears Completion

Fiduciary rule would require brokers and financial advisers to act in the ‘best interest’ of retirement savers By Yuka Hayashi Published on Jan 29. 2016…

Fees on Mutual Funds and ETFs Tumble Toward Zero

‘Loss leaders’ boost returns for investors but come with new risks; gasps at Goldman Sachs By Jason Zweig and Sarah Krouse Published on Jan 26,…