FIDUCIARY ADVISOR BLOG

Nick Economos explores 5 areas for comparing 401(k) plans

5 Areas For Comparing 401(k) Plans

There are 5 key areas to focus on when comparing your company’s 401(k) plan to others. In Part 2 of our 3-Part Video Series, Nick Economos, Chief Retirement Officer of Fiduciary Financial Partners, speaks in-depth to each of these considerations when he engages in a benchmarking study for his clients’ 401(k) plans. If you’re wondering […]

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Why compare your company's 401(k) plan to others? Nick Economos explains.

Why Compare Your Company’s 401(k) Plan To Your Peers?

When it comes to your company’s 401(k) plan, do you really know how it stacks up to others in terms of its costs or whether you’re getting value for the fees you’re paying? Nick Economos, your Chief Retirement Officer at Fiduciary Financial Partners, speaks to these questions you’ll want to consider today in Part 1 […]

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The broker system is broken

“Lipstick On This Pig”: Why The Broker System Is Broken

It was supposed to be so much different by now. Check out this ad from Schwab where the head of a brokerage firm instructs his staff to “put some lipstick on this pig.” This ad ran in 2002. Ah, how times have changed, right? Wrong. Years later, many brokerage firms are still pushing investments that […]

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Education shopping: It's time to evaluate it just like many other products and compare

Education Shopping Now May Mean Everything For Your Kids Post-Graduation

We continue to see a trend in which employers are considering how to help their people tackle the challenges of paying off high student loan debt. If this seems outside the norm, think again. In fact, we believe the need for employer assistance on student loans should only continue to grow based on the statistics […]

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A Macron win is good for global investors

Victory Of Macron In France Good News For Global Investors

In the wake of the election of Emmanuel Macron over Marine Le Pen as France’s new President, numerous media outlets have applauded his victory as a solid rejection of opponents of the EU. The question is, what might Macron’s election mean for markets and even your portfolio? First things first: Victory for Macron means France […]

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Your retirement Magic Number can be a moving target

Is Your Retirement “Magic Number” Stressing You Out?

As someone who is obsessed with watching market numbers in all varieties daily for my clients, it may seem odd for me to talk about one number that constantly comes up in planning conversations: Your retirement “Magic Number.” It’s not that you shouldn’t have a goal to plan for, of course. It’s that this Magic […]

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What's an ineffective retirement plan costing your company? We run the numbers.

What An Ineffective Retirement Plan Really Costs Your Company

You know it’s important to have a strong retirement plan for your company. Still, when it comes down to it: If you have an ineffective retirement plan, what’s the real cost to your company if employees can’t retire on time? It might seem easy to view your company’s retirement plan as an independent entity. In […]

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Today's financial wellness program is more than just retirement planning.

Today’s Financial Wellness Program: It’s About More Than Retirement

If your company is like most, you have employees who are carrying around a lot of stress with them tied to their finances. In fact, if the percentages mirror what PwC found in a recent Employee Financial Wellness Survey*, close to half of them have consistent balances on their credit cards. And one-third of them […]

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The Federal Reserve - are we giving it too much credit for its influence?

Are We Giving The Fed Too Much Credit For Influence?

The Federal Reserve recently raised a key interest rate .25% and in the 24 hours since, it seemed to be the only non-White House issue the media could talk about. What are the implications for the economy?   The Federal Reserve Is Just A Scorekeeper. Really. Let’s consider the real factors here. When we drill down […]

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