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Monthly Archives: July 2011
Scammers Use Religion to Defraud Investors
Patrick Kiley, the host of the Christian Radio show Follow the Money, has been indicted in a $194 million Ponzi scheme in Minnesota. [See 10 Essential Sources of Retirement Income.] According to the U.S. Attorney’s Office, the scheme involved solicitation of investments in … Continue reading
Posted in investing
Court Rules Kraft’s 401(k) Plan May Have Holes
A recent ruling from the United States District Court, Northern District of Illinois, Eastern Division (George v. Kraft Foods Global, Inc., No. 08 C 3799), should strike fear in the hearts of trustees and plan administrators for both defined benefit … Continue reading
Posted in 401(k) Retirement, index funds, investing
Tagged Dan Solin, huffington post, investing
The Never-Ending Pursuit of Alpha
As we have pointed out on many occasions, both stock-picking and hiring an active manager to pick stocks on your behalf are mug’s games. While some investors diligently study individual stocks and other investors handsomely pay active managers to deliver … Continue reading
Posted in investing
3.5 Billion Reasons Why Your 401(k) Plan Is a Loser
A recent Barron’s article discussed the estimated $3.5 billion paid by mutual funds to brokers, insurance companies and other advisers to 401(k) plans. These payments are euphemistically called “revenue-sharing.” In reality, they are legal bribes paid to plan advisers, who … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
IFA Radio’s Episode 80
“A Diamond in the Rough” is an expression used regarding something unsightly that turns out to be beautiful. Amongst other things, it is used to describe people, restaurants, athletes and of course investments. General Managers of baseball teams search for … Continue reading
Posted in investing
Constructing Portfolios: It’s all about the Factors
Many studies have shown that the long-term performance of a portfolio is explained by its structure (or asset allocation). The most important aspect of the structure is the breakdown between higher risk assets such as equities and real estate investment … Continue reading
Posted in investing
A Morality Litmus Test for Your Broker
It’s bad enough that Ponzi schemers continue to thrive. The limits these schemers will go to get your money know no bounds. According to a recent report, three former members of the PTA used their connection with a grade school … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
Three Sources of Negative Alpha
Much of the information in the financial media is wrong or misleading. It can be difficult to separate fact from fiction, especially when the source of the information is someone with apparent credibility. Recently, Pat Dorsey gave an interview to … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
Non-Traded REITs: One More Way for Investors to Be Parted from Their Money
A real estate investment trust (REIT) is a security that trades like a stock on the major exchanges and invests in commercial real estate directly, either through properties or mortgages. They commonly invest in shopping malls, hotels, office buildings, apartments, … Continue reading
Posted in 401(k) Retirement, index funds, investing
