Fidelity Target-Date Funds Take $100k+ in Returns Hiding in Plain Sight: Expensive Defaulted Target-Date FundsBelow are two client examples. Each Fidelity 401(k) Target Date Fund ranged in internal fees from 0.55% to 1.00% (e.g., expense ratios). Instead of clients...
Spring 2022 Market Commentary – Just markets. Just Us. A lot has changed. So, are we undergoing many long-term regime changes, or are these just short-term trends? From interest rates and inflation, to housing and technology stocks, what’s happening in...