17 Aug 2018

A Win-Win Situation: Linking Progressive Investors with Progressive Financial Advisors

As the Trump Administration continues to steamroll democratic institutions, accompanied by concerns about the income gap, wage stagnation and economic security continue, financial advisors have a choice: They can continue to provide clients with financial plans based on a no- or small-wage growth scenario, accompanied by admonitions to save more

Chuck Epstein 0
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: Americans Not Saving Enough for Retirement; 40% Have Saved Nothing

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
14 Jun 2018

Mutualfundreform.com is now Theprogressiveinvestor.org

Since it was created in 2011, Mutualfundreform.com has sought to educate investors and future retirees about the ways to secure a more financially stable retirement.  Now, something is happening that can increase your odds of having a more financially stable retirement. That is the start of a progressive political caucus

Chuck Epstein 0
20 Mar 2018

Why the Investment Industry Ignores the Retirement Crisis

With over $19 trillion under management and the largest political lobby in Washington, you would think the investment industry, comprised of global banks, investment firms, U.S. registered investment companies and the insurance industry, would have a vested interest in seeing that more Americans enjoy a financially comfortable retirement. But if

Chuck Epstein 0
05 Mar 2018

The Power Battle Over the Control of Pension Assets Hits the Tipping Point

It’s no secret to more astute investors and political progressives that the decades-long battle to eliminate pensions and replace them with 401(k) is all about who takes the most amount of financial risk and has the most power to influence decisions made by investment firms and corporations.  When a state

Chuck Epstein 0
19 Oct 2017

The Great Financial Mystery: What Caused the October 1987 Crash?

  October 19, 2017 marks the 30th anniversary of the worst single day stock market decline in history, an unprecedented event saw the S&P 500 stock index fall by 23% and sent a shock wave which roiled international financial markets for two years. Yet despite the severity, traders and researchers

Chuck Epstein 0
24 Aug 2017

The Retirement Crisis Gets Worse

As the stock market continues to make gains, so does the retirement crisis. The latest evidence comes in the form of a new study  from CareerBuilder  and Harris polls shows that almost 8 out of 10 American workers live paycheck to paycheck to make ends meet. This is an increase of 

Chuck Epstein 0
28 Jul 2017

New Study Again Cites Importance of Low Fund Fees

It is widely regarded in the modern world that the earth revolves around the sun. Now, it is time for more investors to understand that the fees charged to manage your mutual funds in a 401(k) and elsewhere all reduce your net investment returns. There is a direct connection: the

Chuck Epstein 0