MORNINGSTAR COLUMNS
Diversifying Risk vs. Stock-Picking
W. Scott Simon The ideal conditions for achieving investment success are created by disciplined application of three major themes found in modern prudent fiduciary
The Pension/401(k) Hybrid
W. Scott Simon More and more corporations in America are changing the structure of the retirement plans they offer to their employees. In many
Risk of Self-Directed Brokerage Accounts in 401(k)s
W. Scott Simon Those of you that are investment advisors to fiduciaries of 401(k) plans are probably familiar with what is referred to as
The Pension Consultant Shell Game (Part 2)
W. Scott Simon The article I wrote last month concerning the shell game played by many 401(k) plan pension consultants touched a real nerve
The Pension Consultant Shell Game
W. Scott Simon The staff of the U.S. Securities and Exchange Commission issued a report on May 16 titled “Staff Report Concerning Examination of
Active vs. Passive Investing (Part 6)
W. Scott Simon This month’s column, which continues to dispel some widely accepted myths of passive investing, will be the last in my seven-part series
Active vs. Passive Investing (Part 5)
W. Scott Simon Given my suggestion in last month’s column that passive investing is the “default” standard for modern prudent fiduciary investing, I though
Active vs. Passive Investing (Part4)
W. Scott Simon Many fiduciaries (as well as investors in general) are “active” investors. They believe that they (or someone they hire) can “beat
Active vs. Passive Investing (Part 3)
W. Scott Simon This month’s column continues the multipart series I began two months ago that explores active investing and passive investing within the
Active vs. Passive Investing (Part 2)
W. Scott Simon This month’s column continues the series I began last month that explores active investing and passive investing within the context of modern