The only stumbling block to the process of due diligence is lack of discipline in following a documented process.

It's becoming clear that tax-deferred saving is no longer the king of the hill.

Millennials are worried about Social Security not being there in retirement, but what about their children?

Quite simply, people don't see saving for retirement as important because they can't see retirement. But you can change that.

This discussion will cause discomfort to some. Why would this be so?

Like lemmings to the cliff, savers and sponsors are flocking to TDFs, the 401(k) equivalent to Star Trek's tribbles.

The concept of fiduciary has a strong history, going back as far as medieval times and the Magna Carta.

What's driving the increasing interest in socially responsible investing, and is it here to stay?