◀ The Principal Blog

Posts from the ‘Advisor’ category

What New Year’s Resolution Do You Prefer: An Hour at the Gym Every Day or an Hour (Total) With a Financial Professional?



So there I was, 6 p.m. at the gym, exactly one week after Thanksgiving. The place is buzzing. Sweat and calories flying in every direction. Up-beat music, excitement, hope, determination and people (tons and tons of people – most of whom I haven’t seen before, and may not again after…

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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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