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
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 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
02 Jun 2017

Concerned About Jobs for the 21st Century? What About Retirement?

Robotics, automation, globalization, the Uber and gig economies have all captured the attention of anyone planning a career or their life over the future decades, but what is missing is the link between these new definitions of work and what happens when work ends. It would be logical to assume

Chuck Epstein 0
23 Jan 2017

Trump Moves to Repeal the Pro-Investor Fiduciary Standard

Despite its claims to be for “all Americans,” the Trump Administration is moving fast to repeal the historic pro-investor fiduciary ruling that let’s 401(k) investors know the fees, expenses and conflicts-of-interest their financial advisor and 401(k) providers are receiving when selling them mutual funds and annuities for their retirement accounts.

Chuck Epstein 0
02 Jan 2017

Fees, Revenue Sharing and Deregulation: How the New Trump Plan Will Raise Retirement Costs

The Republicans have never hid their distain for regulation and now with the surprise victory of Donald Trump and his arch conservative vice president, the simmering Republican distain for reversing all things from the 1930’s New Deal will are going to be reviewed and partially reversed . This will take

Chuck Epstein 0
28 Nov 2016

Financial Professionals Must Acknowledge the Dangers of Financial Stress

For decades, investment professionals have focused on wealth management, trading, selling funds products and 401(k)s, but there has always been one glaring omission: These same professionals have intentionally avoided the millions of Americans who live paycheck to paycheck and have no savings. And since they are unable to participate in

Chuck Epstein 0
04 Jun 2016

Trump’s Attack of “Mexican” Judge Similar to His Attack on Securities Analyst in 1990

Republican Presidential Candidate Donald Trump’s public vindictiveness and pettiness should be well-known to the American public by now. In the most recent episode (and there will be more to come), Trump criticized Judge Gonzalo Curiel, who is presiding over one of the cases against Trump University and who this week

Chuck Epstein 0
22 May 2016

Time for Outsiders To Emerge in the Financial Services Industry

Being a political outsider has captured the attention of the American electorate in the last decade or so and is now been credited with generating a fundamental re-assessment of the national political establishment.  Now, it’s time for outsiders to emerge in the financial services industry. Why? Simply because the “financial services industry,” a term

Chuck Epstein 4
18 May 2016

New Overtime Pay Rules for Workers Should Benefit Financial Advisors

Today’s decision by the US Department of Labor to authorize overtime payments for certain workers to boost their net take home pay is good news for financial planners. Under the new rules, almost all workers earning salaries beneath the “overtime salary threshold” of $23,660 are entitled to time-and-a-half pay whenever

Chuck Epstein 0