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Oppenheimer vs Vanguard

  • February 26, 2011/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees, Mutual Funds

Target-date mutual funds run by Vanguard charge an average of 0.18% of invested assets per year. Oppenheimer charge 1.68% of invested assets per year. Oppenheimer investors pay 9.3 times more than Vanguard investors for the same product.


Fees for Target-Date Funds Could Delay Your Retirement by YEARS

  • February 26, 2011/
  • Posted By : admin/
  • 0 comments /
  • Under : Fees, Mutual Funds

Target-date funds are commonly offered as one-stop investing solutions in 401(k) plans. But be careful of FEES — some funds charge more than 9 times what others charge for the same sevice. Those high fees could delay your retirement by years!


401(k) Generation Begins to Retire

  • February 20, 2011/
  • Posted By : admin/
  • 0 comments /
  • Under : 401(k), Retirement

The 401(k) generation is starting to retire and it’s not pretty. The median household lead by a 60 year-old with a 401(k) has LESS THAN ONE-QUARTER of what its need to maintain its standard of living in retirement!

Boomers Find 401(k) Plans Come Up Short - WSJ.com

Boomers Find 401(k) Plans Come Up Shorthttp://online.wsj.comThe median household headed by a person aged 60 to 62 with a 401(k) account has less than one-quarter of what is needed in that account to maintain its standard of living in retirement, according to data compiled by the Federal Reserve and analyzed by the Center for Retirement Research at Boston…

Charlie Sheen and Your Portfolio

  • February 16, 2011/
  • Posted By : admin/
  • 0 comments /
  • Under : Seeking Prudent Advice

“You would think the total lack of a moral compass — standing alone — would cause you to flee from their offices…”

Investing Charlie Sheen Stylehttp://www.huffingtonpost.comDon’t be too quick to criticize Mr. Sheen’s appalling judgment. Most of you are not doing any better when you pick an investment adviser.

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FROM OUR BLOG
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  • 529 Rollovers (coming soon) February 6,2023
  • SECURE Act 2.0 (2023 changes inside) January 5,2023
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