◀ The Principal Blog

Posts tagged ‘Financial Professional’

Financial advisors: helping clients select a target date fund



I’ve blogged about how we’ve come to look at the use of target date investment options (commonly referred to as TDFs) as being in various stages with clients. It’s based on the fact that TDFs are a mature product, so plan sponsors are in different stages based on their situation. We look at…

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Financial Advisor Blogs: Minimizing Your Time, Maximizing Your Opportunities



Blogging has to be one of my favorite activities. For me, it just doesn’t feel like work. I’m simply transcribing conversations I’ve already had with financial advisors, small business owners and sales professionals about using social media and posting it online for anyone to read. To me,…

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