Monthly Archives: August 2011

Bob Fragasso meets with Congress members

Posted on August 31, 2011 by Robert Fragasso

In May 2011, 20 members of the Financial Advisor Council from the Financial Services Institute went to Washington to advocate for changing the new Department of Labor (DOL) rules that would redefine fiduciary definitions in the management of retirement plans. … Continue reading →

Posted in Congress, Regulation, retirement | Comments Off

Is Your Foundation or Endowment Vulnerable?

Posted on August 26, 2011 by Daniel Dingus

Some time ago, I blogged about the personal liability that comes with a nonprofit board position. I talked about how, with the recent market turmoil, board members have faced litigation. Individuals have sued because they believed the foundation’s endowment’s investment … Continue reading →

Posted in Endowment, Foundation, liability, Uncategorized | Tagged , , | Comments Off

How would I design a portfolio to generate income from a $500,000 nest egg?

Posted on August 3, 2011 by Robert Fragasso

This was exactly the question posed to me in an interview for Bankrate.com: How would I design a portfolio to generate income for a 70-year-old retiree with a nest egg of $500,000, and no other source of income? As a … Continue reading →

Posted in certified financial planner, CFP, Financial Advisor, Financial Planning, Investing | Comments Off