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Fiduciary Handbook for Understanding and Selecting Target Date Funds

It's All About the Beneficiaries

by Ron Surz, John Lohr, Mark Mensack ...

The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability ... Read more

$9.99 USD or Free with Kobo Plus

The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability
... Read more
Fiduciary Handbook for Understanding and Selecting Target Date Funds

It's All About the Beneficiaries

by Ron Surz, Mark Mensack, John Lohr ...

The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability ... Read more

$9.99 USD or Free with Kobo Plus

The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries counsel “a custom TDF may offer advantages to your plan participants by giving you the ability
... Read more
The Sortino Framework for Constructing Portfolios

Focusing on Desired Target Return™ to Optimize Upside Potential Relative to Downside Risk

by Frank A. Sortino, Ron Surz, David Hand, Robert van der Meer, Neil Riddles, James Pupillo, Auke Plantinga ...

The most common way of constructing portfolios is to use traditional asset allocation strategies, which match the client's risk appetite to a weighted allocation strategy of fixed income, equities, and other types of assets. This method focuses on how the money is allocated, rather than on future returns.The Sortino method presents an innovative change from this traditional approach. Rather than ... Read more

$57.59 USD

The most common way of constructing portfolios is to use traditional asset allocation strategies, which match the client's risk appetite to a weighted allocation strategy of fixed income, equities, and other types of assets. This method focuses on how the money is allocated, rather than on future returns.The Sortino method presents an innovative change from this traditional approach. Rather than
... Read more

The American Way of Death Revisited

by Jessica Mitford ...

Only the scathing wit and searching intelligence of Jessica Mitford could turn an exposé of the American funeral industry into a book that is at once deadly serious and side-splittingly funny. When first published in 1963, this landmark of investigative journalism became a runaway bestseller and resulted in legislation to protect grieving families from the unscrupulous sales practices of those in ... Read more

$12.99 USD

Only the scathing wit and searching intelligence of Jessica Mitford could turn an exposé of the American funeral industry into a book that is at once deadly serious and side-splittingly funny. When first published in 1963, this landmark of investigative journalism became a runaway bestseller and resulted in legislation to protect grieving families from the unscrupulous sales practices of those in
... Read more
The Chickenshit Club

Why the Justice Department Fails to Prosecute Executives

by Jesse Eisinger ...

**Winner of the 2018 Excellence in Financial Journalism AwardFrom Pulitzer Prize–winning journalist Jesse Eisinger, “a fast moving, fly-on-the-wall, disheartening look at the deterioration of the Justice Department and the Securities and Exchange Commission…It is a book of superheroes” (San Francisco Review of Books).**Why were no bankers put in prison after the financial crisis of 2008? Why do ... Read more

$14.99 USD

**Winner of the 2018 Excellence in Financial Journalism AwardFrom Pulitzer Prize–winning journalist Jesse Eisinger, “a fast moving, fly-on-the-wall, disheartening look at the deterioration of the Justice Department and the Securities and Exchange Commission…It is a book of superheroes” (San Francisco Review of Books).**Why were no bankers put in prison after the financial crisis of 2008? Why do
... Read more
GAS WARS

Crony Capitalism and the Ambanis

by Paranjoy Guha Thakurta, Subir Ghosh, Jyotirmoy Chaudhuri ...

Prime minister of India Manmohan Singh has been accused of changing ministerial portfolios at the behest of the Reliance group. There have been claims that the group deliberately squatted on reserves of natural gas and curtailed production in anticipation of higher prices that are administered by the government, to the detriment of the interests of the countrys people. Spokespersons of the group ... Read more

$14.95 USD

Prime minister of India Manmohan Singh has been accused of changing ministerial portfolios at the behest of the Reliance group. There have been claims that the group deliberately squatted on reserves of natural gas and curtailed production in anticipation of higher prices that are administered by the government, to the detriment of the interests of the countrys people. Spokespersons of the group
... Read more
The Money Answer Book

Quick Answers to Everyday Financial Questions

by Dave Ramsey ...

Series series Answer Book Series
This quick and simple, question and answer book is the perfect resource for equipping individuals with key information about everyday money matters. Questions and answers deal with 100+ of the most-asked questions from The Dave Ramsey Show-everything from budget planning to retirement planning or personal buying matters, to saving for college and charitable giving. This is Dave in his most popular ... Read more

$10.49 USD or Free with Kobo Plus

This quick and simple, question and answer book is the perfect resource for equipping individuals with key information about everyday money matters. Questions and answers deal with 100+ of the most-asked questions from The Dave Ramsey Show-everything from budget planning to retirement planning or personal buying matters, to saving for college and charitable giving. This is Dave in his most popular
... Read more
The Moral Background

An Inquiry into the History of Business Ethics

by Gabriel Abend ...

Series series Princeton Studies in Cultural Sociology
In recent years, many disciplines have become interested in the scientific study of morality. However, a conceptual framework for this work is still lacking. In The Moral Background, Gabriel Abend develops just such a framework and uses it to investigate the history of business ethics in the United States from the 1850s to the 1930s.According to Abend, morality consists of three levels: moral and ... Read more

$26.99 USD

In recent years, many disciplines have become interested in the scientific study of morality. However, a conceptual framework for this work is still lacking. In The Moral Background, Gabriel Abend develops just such a framework and uses it to investigate the history of business ethics in the United States from the 1850s to the 1930s.According to Abend, morality consists of three levels: moral and
... Read more
Practical Ethics In Public Administration

by Dean Gueras, Charles Garofalo ...

Make the Right Choice - Enhance Your Ethical Decision Making Skills Today!Ethical issues arise in all walks of life, but none have implications as far-reaching and serious as those related to public management. Most people working in the public sector want to do the "right" thing, but the issues can be highly complex or just not lend themselves to easy answers. Practical Ethics in Public ... Read more

$41.99 USD

Make the Right Choice - Enhance Your Ethical Decision Making Skills Today!Ethical issues arise in all walks of life, but none have implications as far-reaching and serious as those related to public management. Most people working in the public sector want to do the "right" thing, but the issues can be highly complex or just not lend themselves to easy answers. Practical Ethics in Public
... Read more
Corporate Fraud

The Human Factor

by Maryam Hussain ...

Corporate fraud is unlike any other risk that an organisation has to manage. It requires us to believe that we can be deceived by individuals that we know, trust and do business with – one of life's 'inconvenient truths'. So, we often choose to believe many of the myths that prevail: 'our people would not commit fraud'... 'fraud couldn't happen to us, we're a stable organisation'... 'we would know ... Read more

$34.99 USD

Corporate fraud is unlike any other risk that an organisation has to manage. It requires us to believe that we can be deceived by individuals that we know, trust and do business with – one of life's 'inconvenient truths'. So, we often choose to believe many of the myths that prevail: 'our people would not commit fraud'... 'fraud couldn't happen to us, we're a stable organisation'... 'we would know
... Read more
Put More Cash in Your Pocket

Turn What You Know into Dough

by Loral Langemeier ...

Money management expert Loral Langemeier tells us it's time to stop pinching pennies and worrying about debt. With Put More Cash in Your Pocket, she shows us how to make $1000 more a month by turning skills, hobbies, and chores into extra income. The Wall St. Journal, Business Week, USA Today, and New York Times bestselling author and personal finance guru regularly featured on Dr. Phil, ... Read more

$15.19 USD or Free with Kobo Plus

Money management expert Loral Langemeier tells us it's time to stop pinching pennies and worrying about debt. With Put More Cash in Your Pocket, she shows us how to make $1000 more a month by turning skills, hobbies, and chores into extra income. The Wall St. Journal, Business Week, USA Today, and New York Times bestselling author and personal finance guru regularly featured on Dr. Phil,
... Read more
Cowboy Ethics

What It Takes to Win at Life

by James P. Owen ...

A new approach to business ethics is quietly taking hold in executive suites and corporate boardrooms across America. Frustrated by an epidemic of misbehavior at all employee levels, management teams are getting back to basics-back to the idea that personal character and individual responsibility are the ultimate keys to integrity, just as they were back in the days of the Open Range.A decade ago, ... Read more

$16.99 USD

A new approach to business ethics is quietly taking hold in executive suites and corporate boardrooms across America. Frustrated by an epidemic of misbehavior at all employee levels, management teams are getting back to basics-back to the idea that personal character and individual responsibility are the ultimate keys to integrity, just as they were back in the days of the Open Range.A decade ago,
... Read more

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“ron surz”

Fiduciary Handbook for Understanding and Selecting Target Date Funds

Fiduciary Handbook for Understanding and Selecting Target Date Funds

The Sortino Framework for Constructing Portfolios

People who read these also enjoyed

The American Way of Death Revisited

The Chickenshit Club

GAS WARS

The Money Answer Book

The Moral Background

Practical Ethics In Public Administration

Corporate Fraud

Put More Cash in Your Pocket

Cowboy Ethics

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