08-Oct-08 Letter to Clients
We understand that the recent turmoil in the financial markets may have caused many of you to question your investment strategy.
08-Oct-28 Letter to Clients
The intense daily swings in the market continue. However, some silver linings are appearing . . .
08-Sept-26 Letter to Clients
The ongoing turmoil in the financial markets continues to dampen investor confidence and spike fears about how far-reaching this crisis can go.
Markets
Investment Lessons from the Wizard of Oz
Mike Goodson of RDL Financial writes an entertaining parable comparing the plight of investors to Dorothy's travels in the Wizard of Oz.
Retirement Plan Participants
Fiduciary Focus: Non-Fiduciary Investment Consultants
Most fiduciaries of 401(k) plans have a service provider that in some way gives assistance to them concerning plan investment options. Some acknowledge their fiduciary responsibilities; some don't. Does yours?
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