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Do-it-yourself target date funds are the way to go

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An investment in knowledge pays the best dividends. Benjamin Franklin When it comes to target date funds, individual investors have an advantage over the professionals. Simply put, do-it-yourself TDFs are built to your unique specifications, so they’re not burdened by the deficiencies that plague the 401(k) versions. At $2 trillion and growing, TDFs are where […]

RIA and IRA Advancements

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Saving enough is a behavioral challenge. RIAs can educate their clients on the importance of savings and work with them to develop a behavior of regular and substantial contributions to their IRA and other savings plans like 401(k)s. As the Investopedia table above shows, this is the number one way that RIAs can help their […]

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