Voices

Opinions |

IMHO: The Lure of Averages

Those of you who find Fidelity's updated research results a bit "rosy" compared with other projections may recall comparable results from their readiness index a year ago.
Opinions |

IMHO: "Never, Ever" Land

It's an undisputed fact that the vast majority of retirement plan participants never rebalance their accounts.
Opinions |

IMHO: A Little "Free" Advice

Last Friday, the Department of Labor issued a Field Assistance Bulletin on the "Statutory Exemption for Investment Advice."
Opinions |

IMHO: Exit Strategy

Earlier this month, we passed the "anniversary" of the commencement of bombing strikes in Operation Desert Storm (1991).
Opinions |

IMHO: "Forth" Right

A couple of weeks ago, we got a panicked call from daughter No. 1, who had, on her way home from work, gotten her first flat tire.
Opinions |

IMHO: The "Best" Test

I've been in this business since before I graduated college (and that's now been a while) - but my first interaction with a financial adviser didn't happen until...
Opinions |

IMHO: Deal or No Deal?

Deals like the one announced on Friday by The 401(k) Company, Nationwide, and Schwab are the kind of thing that gives plan sponsors heartburn.
Opinions |

IMHO: Naughty or Nice?

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time assessment of their...