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10 Aug 2018

More Fee Pressure on Advisors Raises Questions About the Value of Financial Advice

The recent decision by Fidelity Investment that it will not be charging any fees for certain index funds through its Fidelity Zero Total Market Index Fund for US stocks and the Fidelity Zero International Fund for stocks outside the U.S. raises some important questions for both advisors and investors. The main

Chuck Epstein 0
08 Aug 2018

Retirement News Worth Reading

Retirement and financial security are issues that are not often discussed by the general news media and most politicians (except Progressives), but these are major events affecting people worldwide. In the U.S., here are some retirement-related news events worth noting: Concern over retirement security is a major concern for Americans.

Chuck Epstein 0
06 Aug 2018

Bankruptcies Increase Among Older Americans—What’s Next?

The level of bankruptcies affecting Americans aged 55 to 74 is increasing and it’s just another example of how poor retirement alternatives, rising health care expenses, combined with low savings levels are all making the retirement crisis even more dire. A new report by  the Consumer Bankruptcy Project found that

Chuck Epstein 0
18 Jul 2018

The Retirement Crisis Is Now Permanent: What It Means For Financial Planning

A new report from the Organisation for Economic Co-operation and Development (OECD) finds there is now “unprecedented wage stagnation” and despite a stronger economy with record low unemployment rates and a far-reaching and controversial tax cut, the average wages of American workers have not budged since the late-1970s when “the

Chuck Epstein 0
17 Jul 2018

How to Hire a Financial Writer

It sounds simple, but hiring a financial writer for a corporate job in the financial services industry is complex. The reason is that many corporate hiring managers don’t have a realistic idea of what a financial writer is supposed to do. Are they going to write speeches, quarterly market commentaries,

Chuck Epstein 0
14 Jul 2018

Whistleblower recieves $78 Million For Work in JPMorgan Fund Scam

A financial forensic investigator has been rewarded for his years of work on a financial scam involving JP Morgan that resulted in a $267 million settlement with the Commodity Futures Trading Commission (CFTC). The investigator, Edward Siedle, who formerly worked for the Securities and Exchange Commission,  received $78 million as

Chuck Epstein 0
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