Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
Category: From Mike Francis
Making a case for Roth 401(k) accounts in your retirement
Roth 401(k) accounts, available since 2006, offer relief by letting you save through payroll deduction, invest broadly, and withdraw all contributions and accumulated earnings entirely tax‑free.
Supreme Court Makes It Easier to Sue for “Excessive Fees”
The Supreme Court’s decision shifts the burden of proof to the defendant (plan sponsor) in the initial stages of a “prohibited transaction” or “excessive fee” ERISA lawsuit.
Retirement investors must have a solid plan to handle economic turmoil
Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
Francis Names Two New Partners
Francis announces the addition of two new shareholders to the Firm.
New rules make saving for retirement easier
New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
SECURE 2.0, retirement income and litigation risk lead the menu for 2025
Hear from the experts, including Francis’ President, Michael Francis, on the key retirement plan trends for 2025.
Planning for Retirement? Here’s how to find a quality financial advisor.
Tips for finding a quality financial advisor
Maximizing your retirement savings by minimizing your taxes
Maximize retirement savings by minimizing your taxes using these 4 strategies.
Top Investing Lessons from 2023
If we look back on the previous year, here are the top lessons we’ve learned that will make us better, more informed investors in 2024.
