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Recent Posts
What is the optimal savings rate for your retirement plan?QP Consulting featured in NAPA Net
What is the magic number needed for retirement?
QP Consulting sponsoring the Ride for Paralysis
Why diversification still matters
Yield 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