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PUBLICATIONS
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Morningstar "Fiduciary Focus"
As a result of publication of his book,
The Prudent Investor Act: A Guide to Understanding, Morningstar asked
one of our advisors to write what has become a highly
successful series of monthly columns on fiduciary investment issues. Each
month in "Fiduciary
Focus," he shares his knowledge and experience with hundreds of
thousands of readers to help enhance understanding of the investment
duties required of all prudent fiduciaries.
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Aug 2008 -
The Department of
Labor Didn't Say Anything, It Just Talked
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Jul 2008 -
The Politics of Reforming Fee Disclosure in Qualified Retirement Plans
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Jun 2008 -
Fleecing 403(b) Plan Participants (Part 8)
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May 2008 -
The Night of the Living Dead Retirement Plan Participants
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Apr 2008 -
The Ideal Advisor to Retirement Plan Fiduciaries
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Jan 2008 -
Providing Value to Sponsors of Retirement Plans
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Dec 2007 -
The 12 Days of Christmas of a Modern Prudent Fiduciary
- Nov 2007 -
Fleecing 403(b) Plan Participants (Part 7)
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Oct 2007 -
Fleecing 403(b) Plan Participants (Part 6)
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Aug 2007 -
Fleecing 403(b) Plan Participants (Part 5)
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Jul 2007 -
Fleecing 403(b) Plan Participants (Part 4)
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Jun 2007 -
Fleecing 403(b) Plan Participants (Part 3)
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May 2007 -
Fleecing 403(b) Plan Participants (Part 2)
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Apr 2007 -
Fleecing 403(b) Plan Participants
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Mar 2007 -
Case for Diversifying a Concentrated Portfolio (Part 2)
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Feb 2007 -
Case for Diversifying a Concentrated Portfolio
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Jan 2007 -
Non-Profits Get Their Day (Part 5)
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Dec
2006 - Non-Profits Get Their Day (Part 4)
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Dec
2006 - Non-Profits Get Their Day (Part 3)
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Nov
2006 - Non-Profits Get Their Day (Part 2)
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Oct
2006 - Non-Profits Get Their Day
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Sep
2006 - Keep Your Eye on the Octopus
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Aug
2006 - Non-Fiduciary Investment Consultants (Part 4)
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Jul
2006 - Non-Fiduciary Investment Consultants (Part 3)
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Jun
2006 - Non-Fiduciary Investment Consultants (Part 2)
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May
2006 - Non-Fiduciary Investment Consultants
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Apr
2006 - Diversifying Risk vs. Stock-Picking
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Mar
2006 - The Pension/401(k) Hybrid
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Jan
2006 - Risk of Self-Directed Brokerage Accounts in 401(k)s
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Nov
2005 - The Pension Consultant Shell Game (Part 2)
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Sep
2005 - The Pension Consultant Shell Game
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Jul 2005 - Active vs. Passive Investing (Part
6)
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Jun 2005 - Active vs. Passive Investing (Part 5)
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May 2005 - Active vs. Passive Investing (Part 4)
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Apr 2005 - Active vs. Passive Investing (Part 3)
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Mar 2005 - Active vs. Passive Investing (Part 2)
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Feb 2005 - Active vs. Passive Investing
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Jan 2005 - A Commonsense Approach to Investing
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Dec 2004 - Modern Prudent Fiduciary Investing (Part 3)
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Nov 2004 - Modern Prudent Fiduciary Investing (Part 2)
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Oct 2004 - Modern Prudent Fiduciary Investing and Investment Risk
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Sep 2004 - A Counterintuitive Lesson
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Aug 2004 - The Catch-22 of Investment Return
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Jul 2004 - The Solemn Obligations of a Fiduciary
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Jun 2004 - Protection Offered by ERISA Section 404(c)
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May 2004 - How to Bring Value to 401(k) Sponsors
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Apr 2004 - Providing Advice to 401(k) Plans
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Mar 2004 - We Ain't Got No Fiduciary Duties
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Feb 2004 - It's Process Stupid! (Part 2)
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Jan 2004 - It's Process, Stupid!
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Dec 2003 -
Introduction
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