MORNINGSTAR COLUMNS
Further Observations on Regulation Best Interest
Contributor Scott Simon argues that nothing has changed for the better as a result of Regulation Best Interest.
Observations on Regulation Best Interest and the Continuing Fiduciary Wars
Regulation Best Interest is a gift to the brokerage industry, says contributor Scott Simon.
How to Minimize Uncompensated Risk
Contributor Scott Simon illustrates how reducing this risk can damp portfolio volatility and improve investor outcomes.
The Law of Trusts Is the Foundation for Prudent Fiduciary Investing
Contributor Scott Simon argues virtually every investment fiduciary is governed by the principles laid down in the law of trusts.
The Risk/Return Trade-Off and Modern Prudent Fiduciary Investing
Contributor Scott Simon explores the origins of the “central consideration” required of fiduciaries.
An Introduction to Modern Prudent Fiduciary Investing
Contributor Scott Simon outlines the three critical duties of fiduciaries.
403(b) Plans Not Adding Up
Contributor Scott Simon discusses what upgrades 403(b) plans should make, with lowering costs being the first improvement.
On Bernie Madoff and Working Longer
Contributor Scott Simon addresses two unrelated–albeit important–subjects for advisors.
Why Target-Date Funds Miss the Boat
These vehicles fail to meet the challenge of creating a relatively stable, sustainable, and inflation-adjusted income stream throughout retirement, says contributor Scott Simon.
Revisiting Target Date Retirement Income Funds
These useful vehicles consider all of the risks relevant to the stability of an income stream, says contributor Scott Simon.