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The Fiduciary Focus Blog

Capital Markets Review- Second Quarter 2017

Benjamin Smith, CFA 15 July, 2017
The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last? June marked the 10th anniversary of the beginning of the Financial Crisis. In June 2007, ...
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Capital Markets Review- First Quarter 2017

Benjamin Smith, CFA 14 April, 2017
A Trump Bump and Growing International Economic Confidence: The first quarter of 2017 was dominated by political headlines and firming economic data globally. Risk assets continued to outperform ...
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How Much Does a 401k Plan Cost?

A.J. Walker, AIF ® 15 February, 2017
One of the first questions that companies want to know when they call one of our consultants is: "How Much Does a 401k Plan Cost?" This question poses two important realizations to senior managers of ...
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Omotenashi & The Evolution of the Retirement Plan 

Benjamin Smith, CFA 08 February, 2017
Omotenashi is the Japanese word for treating people the way you'd want to be treated, for a posture of customer service that builds long-term trust and loyalty. Seth Godin, in one of his recent blog ...
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Capital Markets Review - Fourth Quarter 2016

Benjamin Smith, CFA 10 January, 2017
A Tale of Two Halves 2016 can be described as a Tale of Two Halves. Many investors took a “risk-off” approach to the markets in the first half of the year due to a decline in oil prices and slow ...
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Improving Plan Operation, Cost, & Investment Structure: A 401(k) Case Study

A.J. Walker, AIF ® 07 December, 2016
The Challenge This client had been using the services of an insurance company bundled retirement plan product for over ten years with no service or fee benchmarking over that time frame. The client ...
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Capital Markets Review - Third Quarter 2016

Benjamin Smith, CFA 03 November, 2016
The Presidential Election Heats Up.... Global economies are turning their eyes to the US presidential election. Although world markets and economies absorb this leadership change every four years, ...
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