Financial Asset Ownership: Only for the Wealthy?
Our friend Tyler Bond is an accomplished advocate and researcher with experience working for political campaigns, advocacy organizations, think tanks, and on Capitol Hill. His professional focus is retirement, specifically, and economic policy, broadly. His writing has been featured in outlets such as The Hill, MarketWatch, and the Huffington Post and he has been quoted in various outlets including Barron's and The Financial Times … and Retirement Security Matters.
CITs and 403(b)’s – Good, Bad, or Jury’s Out?
Would CITs make your retirement savings program leaner and less expensive – while preserving the integrity of your investment strategy and providing a high quality experience for your savers? We chat with Aron Szapiro of Morningstar about CITs, ESG, MEPs and PEPs.