by Springwater Wealth | Sep 26, 2014 | Financial Planning, Investment Management, Retirement Plans, Services, Wealth Management
Understanding all of the fees in a 401(k) plan can be a challenging task for plan sponsors and advisors alike, but especially for the average investor. However, understanding the various fees and who pays them is essential to improving portfolio returns. Both the...
by Springwater Wealth | Sep 25, 2014 | Investment Management, Services, Wealth Management
Marketwatch contributor Mark Hurley recently wrote an article castigating the financial media for producing what he calls misleading lists of the “best” financial advisors. According to Hurley, more than half of firms included in a typical “best wealth...
by Springwater Wealth | Sep 24, 2014 | Investment Management, Services, Wealth Management
Last week, California Public Employees’ Retirement System (CalPERS), the largest pension fund in the US, announced that it would pull all $4 billion from its hedge fund investment program of 24 hedge funds and six hedge “fund-of-funds”. CalPERS was one of...
by Springwater Wealth | Sep 24, 2014 | Estate Planning, Financial Planning, Services
Forbes magazine recently featured a column addressing the question of whether most Americans should have a revocable living trust as part of their overall estate plan. In the author’s view, many estate planning attorneys suggest that everyone should have a...
by Springwater Wealth | Sep 18, 2014 | Financial Planning
Economists have been studying the so-called “gender” gap – defined as systematic differences in the outcomes that men and women achieve in the labor market – for over 100 years. These differences are seen in the percentages of men and women in...