A recent article at WealthManagement.com discussed that interest in self-directed IRAs is growing. A few reasons for this are that more people have begun to
Tactical Allocation Funds Prove Market Timing Is Just Hype October 10, 2014 ETF Model SolutionsTM Chief Investment Officer, Prateek Mehrotra was published in an article
Blackrock, Fidelity and Pacific Investment Management Co have increased their equity allocation within their target date funds in the past year. These shifts have consultants, advisors
Suit alleges plan fiduciaries violated ERISA by offering affiliated funds that charged higher fees. A U.S. District Court judge in New York is allowing a
A recent article titled “5 ways to make your lousy 401(k) plan stellar” suggests actions that a 401(k) plan participant might take to improve if they are in
ETF Model SolutionTMs incorporates fundamental indexing (smart beta) strategies in our models where appropriate, including our Endowment Collective Fund, as we see potential to add value
A presentation by Robert C. Merton at Plan Sponsor Council of America’s 2014 National Conference highlighted several best practices used by defined benefit plans that
Rob Riedl, Chief Financial Officer of ETF Model SolutionsTM is featured in an interview conducted by Direct Capital’s Small Business Success experts group, which highlights traits
An article titled “A Better Option Than Target-Date Funds” written by Prateek Mehrotra, CIO of ETF Model SoTMlutions and Endowment Wealth ManagementTM was recently published
Comments from Prateek Mehrotra, CIO of ETF Model SolutionsTM, were printed in InstitutionalInvestor.com earlier today in an article titled Portfolio Perspective: Warning Signs for Your
The below excerpt was taken from an article written by Prateek Mehrotra, MBA, CFA®, CAIA® which was posted on GuruFocus.com website on Friday 8/2/2014. The
A recent article that appeared on CNBC.com titled “Don’t let your 401(k) retire before you do” highlighted some of the reasons that TDFs may not
