Tag Archives: 401k

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Cumberland Advisors Market Commentary – Beware of Private Equity in Retirement Plans – 3(38) Fiduciary Advisors Are Needed Instead

Author: Michael McNiven, Ph.D., Post Date: September 30, 2020
Cumberland Advisors Market Commentary - Michael McNiven, Ph.D.

Over the summer, the private equity industry received a very favorable ruling from the Department of Labor, allowing 401(k) plans to invest in private equity funds. Of course, the private equity industry and their lobbyists have long desired the opportunity to access 401(k) assets, and they are ecstatic. This opportunity opens up several trillion dollars […]

401(k) savers: It could be a make-or-break earnings season for investors

Author: , Post Date: January 14, 2018

Excerpts of article below: The upcoming profit-reporting season could be a taxing one for anybody that owns stocks. Indeed, 401(k) investors better hope CEOs are as upbeat about their companies’ future earnings prospects as Wall Street is when they talk about results for the final quarter of 2017. The reason? Hopes are high. Perhaps too high. The historic tax bill signed […]