Posts Tagged: fees

A Capitalist’s Lament: How Wall Street Is Fleecing You and Ruining America Paperback: 240 pages Publisher: Skyhorse Publishing (2016) Leland Faust is an honors graduate from both the University of California, Berkeley (Economics) and Harvard Law School. He is the founder of CSI Capital Management where he served as Chief Investment Officer for 33 years, supervising over $1.5 billion… Read Article →

When it comes to calculating interest, the two basic choices are simple and compound. Simple Interest is calculated one time solely as a percentage of the principal sum. As an example, if the principle is $100, and the interest rate is 4%, the value at the end of the interest period (e.g. monthly, quarterly, semi-annually, annually) would be $104… Read Article →

The following is a guest post by Dennis Notchick. Dennis is a Registered Investment Advisor Representative and Certified Financial Planner with Safeguard Investment Advisory Group in San Diego, Calif. He has nearly a decade of experience as a financial professional. A Trusting Relationship Building a trusting relationship with a financial professional is important because you’ll be… Read Article →

Rightfully so, savvy investors pay close attention to their 401(k) fees. Average, every day 401(k) plans typically charge 1% or more of assets managed. Over the course of a working lifetime, this can add up to hundreds of thousands of dollars. One of my favorite television documentaries, The Retirement Gamble, presented by PBS on their excellent show, Frontline, notes… Read Article →

The following guest post is provided courtesy of Desepoli Wealth Management. Ideally, people investing for retirement always should have been able to feel confident that their financial advisors were giving them unbiased advice and recommending what was best for them. That wasn’t necessarily the case, though, which prompted the Department of Labor to issue new… Read Article →

Earlier today, the Department of Labor today released long-awaited regulations that will likely have a significant impact on the way retirement advice is delivered throughout the country. These regulations, known as the ‘fiduciary rules’ or ‘fiduciary standards’ are scheduled to into effect by January 1st, 2018. Registered investment advisers have already been held to a fiduciary… Read Article →

Robert “Bobby” Monks is a serial entrepreneur who has founded and led nineteen businesses in the financial services, real estate, media, and technology sectors. He was chairman of Spinnaker Trust, managing over $1 billion in assets; chairman of Institutional Shareholder Services and Proxy Monitor, the two largest corporate governance and proxy voting services; and founder… Read Article →

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