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28 Oct 2011

Time to Create Shareholder Advocates Inside Mutual Fund Companies

The proposal for creating Shareholder Advocate positions at the nation’s mutual fund companies is designed to correct the inherent conflicts-of-interests that exist between the fund company’s sales organization and its own customers. These conflicts of interest invariably are created when the inherent pressures to sell mutual funds clashes with the

Chuck Epstein 0
28 Oct 2011

The Wisdom of the Masses

The current gatherings of anti-Wall Street protestors seem like amorphous groups, but the protests center around a variety of issues related to financial insecurity.  According to the protestors, every class strata, with the obvious exception, is financially stressed and their losses in home equity and market portfolios will take years

Chuck Epstein 0
28 Oct 2011

Want to Increase Your 401(k) by Up to 28%? Here’s How

Want to increase your 401(k)’s returns by up to 28%? Here’s a simple way to do it:.  Don’t focus on fund selection or the asset mix; just look at the most mundane, boring statistic in investing: fees. Fees are off the radar screen for most 401(k) plan participants, and sadly,

Chuck Epstein 0
28 Oct 2011

Lawsuit Provides Cost Data About Directing 401(k) Business to Proprietary Funds

As discussions on Capitol Hill continue about the need for broker-dealer to adopt a uniform fiduciary standard, a lawsuit may provide some answers to a Congressman’s question about the lack of hard data. The question about the need to supply hard numbers to prove the cost of violating suitability standards

Chuck Epstein 0
28 Oct 2011

The “Golden Age” of Mutual Funds Has Passed

  It is pretty evident to anyone who uses Morningstar or Lipper that choosing a fund in any category is challenging, not so much by the unique features of each fund, but by their profound commoditization.  In the U.S. large-cap fund category alone, Morningstar lists 200 in their database, but

Chuck Epstein 0
28 Oct 2011

New Demographic Study Shows the Power of Baby Boomers

While everyone has an opinion about the markets, few people dispute demographic trends, especially when they become available on a global basis. A new report by the consulting firm of A.T. Kearney, the Global Maturing Consumer study, claims to be the first to interview 3,000 people older than 60 in 23

Chuck Epstein 4

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