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Chefs Who Don’t Eat Their Own Cooking

Feb 12, 2014 | 401k, Blog, Fiduciary, News, Retirement Planning, Wall Street Greed

For these well-known financial companies, their proprietary funds really mean “Cooking so good, we sell it to clients, but not eat it ourselves! Irony is good food almost anywhere you find it, unless of course, you’re forced to eat your own. After Ameriprise Financial...

How Plan Sponsors Can Avoid Problems

Oct 1, 2013 | 401k, Blog, Fiduciary, News, Retirement Planning, Self-Employed

Avoid problems with your 401k with sage advice from the Oracle – Ary Rosenbaum:  http://www.jdsupra.com/legalnews/the-hidden-dangers-for-the-401k-plan-s-26704/ Mr. Employer, follow these effective guidelines: Offer your employees investment education so they can...

ING Sued Over 401k Revenue Sharing

Aug 13, 2013 | 401k, Blog, Employee Benefits, Fiduciary, News, Retirement Planning, Self-Employed

A  district court in Connecticut ruled ING Life Ins. and Annuity Co. (“ILIAC”) a fiduciary related to its revenue sharing practices and scheduled a four week trial to begin anytime after September 3. The lawsuit, Healthcare Strategies v. ING Life Insurance and Annuity...

January Potty Reading

Jan 7, 2012 | Blog, Economics & Markets, Fiduciary, Investments, Uncategorized

2011 was full of challenges, including the continual financial crisis in Europe, the Arab Spring in the Middle East, natural disasters and political dissent in the United States.  Markets don’t like uncertainty and thus a year of volatility across global financial...

Your 2012 Financial Planning Checklist

Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed

For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year.   The Basics ¨    Create a Financial Plan.  By...

September Potty Reading

Sep 29, 2011 | 401k, Blog, Bonds, Economics & Markets, Fiduciary, Investments, Retirement Planning, Uncategorized, Wall Street Greed

LOBBYIST SHAFT US AGAIN First up, my most recent article for the Rockdale Weekly news titled “Beware Hidden Fees  and Lower Standards Until Next Year” is about new 401k regulation to help improve transparency and accountability.  Right after my article went to press,...
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info@brownwm.com

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Potty Reading?

My newsletter is called "Potty Reading" because it covers a smorgasbord of interesting and entertaining topics. Stay informed, on many things. Click to Subscribe   Archive Past issues here
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