Thin(k) About Your 401(k) Plan: Does My Advisor Deliver Value?
Think Advisor’s Michael S. Fischer recently published Plan Sponsors Want More Guidance From Advisors: Fidelity, summarizing the findings of Fidelity survey conducted in March 2021.
Fischer’s title does give away the overall point,…
Thoughts in Charts: The Cost of Fear
How you feel about your investment is a critical factor for your advisor to understand. We talk about it when we talk about risk, and it impacts our portfolio design. We sometimes refer to it as your “willingness to take risk” but it’s…
E. J. Ourso College of Business Announces 2021 Hall of Distinction Inductees and Outstanding Young Alum Award Winner
BATON ROUGE - The LSU E. J. Ourso College of Business is proud to announce the 2021 Hall of Distinction inductees—Scott Agosta and Suzanne Mestayer. Additionally, the college will recognize the first-ever Outstanding Young Alumni Award recipient…
Thoughts in Charts: Why Aren’t They Trying to Win?
My husband and I watched a significant amount of the Tour de France. It turned out to be much more exciting than I initially thought, and, yes, I discovered a link between the Tour and investing.
This isn’t a typical American sport,…
The 50-year ‘overnight’ success
Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. – The Forum…
Thoughts in Charts: Are the Tax Winds Shifting?
In Kansas you’ll often hear – “If you don’t like the weather, wait a minute.” Long-Term Capital Gains tax rates have historically been a bit like the shifting Kansas winds. The current proposal has a long way to go before its final,…
