Larry Raffone discusses how the 401(k) has evolved over the years and
adjustments you can make to optimize your 401(k).
Radio Show Highlights
Keeping a Long-Term Focus
Understanding 529 Funds
The 411 on 401(k)s
Non-Presidential Politics Matter Too
In this week’s show, Larry Raffone, president and chief executive officer of Financial Engines, discusses how the 401(k) has evolved over the
years and adjustments you can make to optimize your 401(k).
Also in this week’s show:
JT Taylor, chief political strategist of Hedgeye Potomac Research, talks about why non-presidential election results
matter and which down-ballot races to keep an eye on Election Day.
Bob and Andy discuss why it’s important to keep a long-term focus on your investments, particularly in light of this
political season, and why the Nov. 8 election results won’t have a lasting impact on your investments.
Bob and Andy help a caller decide what to do with unused 529 funds and explain some common misconceptions about using
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“Investment News 2017 Top RIA” refers to Financial Engines Advisors L.L.C., which, as of May 1, 2017, is #1 out of 1,906 independent investment advisors as measured by assets under management (AUM) according to this methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
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