Morningstar Fiduciary Focus
As a result of publication of his book, The Prudent Investor Act: A Guide to Understanding, Morningstar asked one of our advisors to write what has become a highly successful series of monthly columns on fiduciary investment issues. Each month in Fiduciary Focus, he shares his knowledge and experience with hundreds of thousands of readers to help enhance understanding of the investment duties required of all prudent fiduciaries.
- One Man's Story of the Orgins of ERISA - Sep 2010
- Modern Portfolio Theory and Diversification: Still Good - Aug 2010
- The Different Flavors of ERISA Fiduciaries, Redux (Part 5) - Jul 2010
- The Different Flavors of ERISA Fiduciaries, Redux (Part 4) - Jun 2010
- The Different Flavors of ERISA Fiduciaries, Redux (Part 3) - May 2010
- The Different Flavors of ERISA Fiduciaries, Redux (Part 2) - Apr 2010
- The Different Flavors of ERISA Fiduciaries, Redux - Mar 2010
- The Rules for Non-Profit Portfolio Fiduciaries (Part 2) - Feb 2010
- The Rules for Non-Profit Portfolio Fiduciaries - Jan 2010
- The Different Flavors of ERISA Fiduciaries - Dec 2009
- Broker-Dealers and Other Non-Fiduciaries as Fiduciaries? (Part2) - Nov 2009
- Broker-Dealers and Other Non-Fiduciaries as Fiduciaries? - Sep 2009
- Multiple Employer Plans: The The Platinum Standard - Aug 2009
- Delegation for Plan Sponsors (Part 4) - Jul 2009
- Delegation for Plan Sponsors (Part 3) - Jun 2009
- Delegation for Plan Sponsors (Part 2) - May 2009
- Delegation for Plan Sponsors - Apr 2009
- Reallocation Versus Rebalancing - Mar 2009
- Some Items of Interest to Advisors - Feb 2009
- Managing Accountability - Dec 2008
- The 'Anti-Participant Rule' (Part 3) - Nov 2008
- The 'Anti-Participant Rule' (Part 2) - Oct 2008
- The 'Anti-Participant Rule' - Sep 2008
- The Department of Labor Didn't Say Anything, It Just Talked - Aug 2008
- The Politics of Reforming Fee Disclosure in Qualified Retirement Plans - Jul 2008
- Fleecing 403(b) Plan Participants (Part 8) - Jun 2008
- The Night of the Living Dead Retirement Plan Participants - May 20
- The Ideal Advisor to Retirement Plan Fiduciaries - Apr 2008
- Providing Value to Sponsors of Retirement Plans - Jan 2008
- The 12 Days of Christmas of a Modern Prudent Fiduciary - Dec 2007
- Fleecing 403(b) Plan Participants (Part 7) - Nov 2007
- Fleecing 403(b) Plan Participants (Part 6) - Oct 2007
- Fleecing 403(b) Plan Participants (Part 5) - Aug 2007
- Fleecing 403(b) Plan Participants (Part 4) - Jul 2007
- Fleecing 403(b) Plan Participants (Part 3) - Jun 2007
- Fleecing 403(b) Plan Participants (Part 2) - Mar 2007
- Fleecing 403(b) Plan Participants - Sep 2007
- Case for Diversifying a Concentrated Portfolio (Part 2) - Mar 2007
- Case for Diversifying a Concentrated Portfolio - Feb 2007
- Non-Profits Get Their Day (Part 5) - Jan 2007
- Non-Profits Get Their Day (Part 4) - Dec 2006
- Non-Profits Get Their Day (Part 3) - Dec 2006
- Non-Profits Get Their Day (Part 2) - Nov 2006
- Non-Profits Get Their Day - Oct 2006
- Keep Your Eye on the Octopus - Sep 2006
- Non-Fiduciary Investment Consultants (Part 4) - Aug 2006
- Non-Fiduciary Investment Consultants (Part 3) - Jul 2006
- Non-Fiduciary Investment Consultants (Part 2) - Jun 2006
- Non-Fiduciary Investment Consultants - May 2006
- Diversifying Risk vs. Stock-Picking - Apr 2006
- The Pension/401(k) Hybrid - Mar 2006
- Risk of Self-Directed Brokerage Accounts in 401(k)s - Jan 2006
- The Pension Consultant Shell Game (Part 2) - Nov 2005
- The Pension Consultant Shell Game - Sep 2005
- Active vs. Passive Investing (Part 6) - Jul 2005
- Active vs. Passive Investing (Part 5) - Jun 2005
- Active vs. Passive Investing (Part 4) - May 2005
- Active vs. Passive Investing (Part 3) - Apr 2005
- Active vs. Passive Investing (Part 2) - Mar 2005
- Active vs. Passive Investing - Feb 2005
- A Commonsense Approach to Investing - Jan 2005
- Modern Prudent Fiduciary Investing (Part 3) - Dec 2004
- Modern Prudent Fiduciary Investing (Part 2) - Nov 2004
- Modern Prudent Fiduciary Investing and Investment Risk - Oct 2004
- A Counterintuitive Lesson - Sep 2004
- The Catch-22 of Investment Return - Aug 2004
- The Solemn Obligations of a Fiduciary - Jul 2004
- Protection Offered by ERISA Section 404(c) - Jun 2004
- How to Bring Value to 401(k) Sponsors - May 2004
- Providing Advice to 401(k) Plans - Apr 2004
- We Ain't Got No Fiduciary Duties - Mar 2004
- It's Process Stupid! (Part 2) - Feb 2004
- It's Process, Stupid! - Jan 2004
- Introduction - Jan 2004