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Recent Posts
Why diversification still mattersYield curve, what’s a yield curve?
What is 1% of nothing?
What is Financial Wellness?
The Happiness Equation
Total Cost of Ownership
The ABCs of Education Investing
What is a MEP?
Fidelity no-fee funds
Part 5: An understanding the advice is individualized and based on the needs of the retirement investor
Part 4: The recommendation should be a primary basis for investment decisions
Part 3: A mutual understanding, arrangement or agreement, between the investor and the advisor
Part 2: Provide the advice on a regular basis
Part 1: Make investment or insurance recommendations for compensation
What is the 5-part test & why should Plan Sponsors care?
Controlling the uncontrollable, Part VII
Controlling the uncontrollable: Part VI
Controlling the uncontrollable: Part V
Controlling the uncontrollable: Part IV
Controlling the uncontrollable: Part III