Monthly Archives: January 2011

Excessive 401(k) Fees and What You Can Do

By Lon Jefferies | Published: January 21, 2011
401(k) plans can involve a long list of costs and fees, some of which are covered by the employer and some by the employee. Below is a quick sampling: • recordkeeping fees • annual audit fees • back-end loads • brokerage commissions • contract administration fees • distribution expenses • expense ratios • front-end loads [...]
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What if the Medical Profession Operated Like Financial Services?

By Lon Jefferies | Published: January 18, 2011
Bob Veres has always been a strong supporter of transparency in the financial planning profession, and a constant supporter of the fee-only minority within the industry. Allow me to sum up an excellent article he published in the January 2011 issue of Financial Planning Magazine: Janice and Ralph arrive at the medical healing center to [...]
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Lifelong Investing Resolutions

By Lon Jefferies | Published: January 5, 2011
As we welcome the new year, I thought I would share six sensible investment resolutions published by Dimensional Funds that everyone can utilize: 1) I will not confuse entertainment with advice. I will acknowledge that the financial media is in the entertainment business and their message can compromise my long-term focus and discipline, leading me [...]
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