January 4, 2007
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W. Scott Simon I have encountered over the years a number of situations where a large portfolio was concentrated in one stock or a
W. Scott Simon In last month’s column, I discussed the all-too-common situation where a large portfolio (whether involving a private family trust, an individual, or
W. Scott Simon There it was–right in the elevator with me. More precisely, it was taped to the back wall of the elevator in
W. Scott Simon Well, well, well. I received more e-mail from last month’s column than any other that I’ve written for Morningstar. The majority
W. Scott Simon In April’s column, I wrote: “Large insurance companies that offer annuities [in 403(b) plans] charge schoolteachers unconscionable fees ranging from 200
W. Scott Simon Section 403(b) was first added to the Internal Revenue Code (IRC) in 1958. In 1964, regulations were first issued that detailed
W. Scott Simon In last month’s column, I offered 13 suggestions to help create a model 403(b) plan suitable for any school district in
W. Scott Simon Over the last 40-plus years, the Internal Revenue Code section 403(b) regulations have not been enforced to any great degree. This,
W. Scott Simon This column will be the last (for now) of my seven-part series on 403(b) plans. What follows is a summary of
W. Scott Simon On the first day of Christmas my true love said to me: According to Nobel laureate Harry Markowitz, the father of