Fiduciary Advice & Education Blog
Market Euphoria: Not The Time To Review Risk Profiles And Strategic Asset Allocations
The following was published in www.seekingalpha.com by our very own John Whaley, CFA. Summary Historic market valuations accompanied by historically low volatility create a type of euphoria risk dangerous to clients. Strategic asset allocations should not be changed due to market results. Advisors and clients alike need to be aware of the dangers of a…
Read MoreIRS 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.…
Read MoreThe 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…
Read MoreBeManaged 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…
Read MoreHow 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…
Read MoreBeManaged 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…
Read MoreSurvey: 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…
Read MoreJay 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…
Read MoreDraper, Inc. Wins 2014 PlanSponsor of the Year by PlanSponsor Magazine
BeManaged is honored to be the advice provider for the Draper, Inc. retirement plan, which won the 2014 PlanSponsor of the Year for plans <$50MM. Draper’s diligence and commitment to the success of their participants is impressive and it is great to see them recognized for their efforts. We would like to note that utilization…
Read MoreBeManaged Expands to Minneapolis/St. Paul Market
We are proud and excited to announce that we have expanded into the Minneapolis/St. Paul market, serving the great state of Minnesota. We look forward to serving the area with our unique, 1-on-1 401k participant advice solutions. The expansion was made final by the Vikings securing a stadium for the next 2+ decades. (joking) If…
Read More