Fiduciary Advice & Education Blog

IRS Increases 401k Contribution Limits for 2018

Today, the IRS increased 401k contribution limits to $18,500 for 2018. It is good news for individuals looking to maximize their retirement contributions. Unfortunately, IRA contribution limits remain unchanged. Recommendation: Set a reminder on your phone or calendar to review your 401k/403b contribution in mid-to-late December to ensure you are maximizing your 2018 retirement savings.…

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The New DOL Fiduciary Rule

On June 9th of this month, the Department of Labor’s Fiduciary Rule went into a phased implementation period with an effective date of January 1, 2018. The rule was designed to protect investors’ retirement savings. While the rule is thousands of words long, the main focus is this: require anyone providing investment advice to individuals…

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BeManaged Recognized for 10th Year of CEFEX Certification

A few weeks ago, I was fortunate to represent BeManaged in Nashville for our tenth year of being CEFEX certified. Your next question is likely, “Ok, what is CEFEX and why does that matter?” According to the CEFEX (Centre for Fiduciary Excellence) Site: CEFEX is an independent global assessment and certification organization. It works closely with…

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How to Review the Performance of your Investments

Your investment statements are arriving, so many of us will take a look at our investment accounts to see how we (or our advisor) did. Unfortunately, it can be a bit confusing to determine if we did well, average or poorly. Let’s look at the items that will help you determine how you did. How…

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BeManaged Holiday Hours

It has been another blessed year in serving our clients and we look forward to the new year. We are giving our team a much-deserved break over the holiday season and will be closed the following days: Christmas Eve & Christmas Day New Year’s Eve and New Year’s Day We hope you and yours have…

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Survey: Investors Expect Advisors to Put Investors’ Interests First

A recent survey by the Certified Financial Planner (CFP) Board of Standards validates what most people view as common sense: Investors expect paid advisers to operate in their best interests.   According to the survey, the percentage of investors that feel advisers have become more important in the last five years jumped 342%. Here are…

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Investment Policy Statement – A Financial Blueprint (as seen in USA TODAY)

An often overlooked feature of our BeManaged advice services is the Investment Policy Statement (IPS) that each of our clients receive after enrolling in our service, along with an annual update that includes performance reporting, fee transparency and information on their retirement readiness. We were given an opportunity to comment on the importance of IPS’s recently…

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Jay Jandasek Passes Level II of Chartered Financial Analyst Exam

We want to congratulate Jay Jandasek for passing Level II of the Chartered Financial Analyst (CFA) exam!  It is an incredible accomplishment and we were very relieved (for the sake of Jay’s stress level) that he passed. Fortunately, he has a few months to relax…before beginning to study for Level III. Congratulations Jay! “The Chartered…

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