conflicts-of-interestInvestment AbusesMarco RubioMutual funds

Examining Marco Rubio’s Social Security Reform Proposal

Sen. Marco Rubio, the Florida Republican in the 2016 presidential run, made headlines this spring by proposing a five-point, Social Security-focused reform plan.

The last time Congress made changes to Social Security was 30 years ago, so Rubio’s plan helped to fuel an emotional and complex national debate, although nothing he proposed is viewed as exactly breakthrough.

(For the complete article, see Benefits Pro News issue of June 9, 2014.)



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Chuck Epstein

Chuck Epstein

Chuck Epstein has managed marketing communications and public relations departments for major global financial institutions and participated in the launch of industry-changing financial products. He also has written by-lined articles for over 50 publications, five books and served as editor and publisher of nation’s first newsletter on the topic of using the PC for personal investing and trading. (“Investing Online, 1994-1999). He also is a marketing consultant, writer and speaker on topics related to investor protection and opportunities in the very dynamic cannabis industry.

He has held senior-level marketing, PR and communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, Zacks Investment Research, Russell Investments and Principal Financial.

He has won national awards from the Mutual Fund Education Alliance (MFEA) and his web site,, was named best small blog in 2009 by the Society of American Business Editors and Writers (SABEW).

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