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Contact Information
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The McHenry Group 2200 Powell Street Suite 610 Emeryville, CA 94608 Phone: 510-595-2900 Toll free: 800-638-8121 Fax: 510-420-1732 info@mchenrygroup.com Additional information may be found at: www.mchenrygroup.com
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The Seven Deadly Sins of Individual Investors
Why Social Security Privatization May Not Be a Good Idea
by Ward Harris
 We
now have more than twenty years of research on defined-contribution investors,
and the data indicate that large numbers fail to pursue prudent retirement
investment strategies. I use the “seven deadly sins” to evaluate the likely
outcome of partial privatization, because – human nature being what it is – I
expect to see all of them emerge in the context of privatization.
[FULL STORY]
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Out of the Style Box
by Adrian Anderson
 Most
consultants practice what I call “style box consulting," which assesses expected
portfolio risk and return based on asset style alone. Style box consulting can lead to unanticipated risk exposure and over-reliance on underperformers. I
recommend looking at management structure as well, which can more closely align
portfolio goals and performance.
[FULL STORY]
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Annual Review of Trends Among Benefits Services Providers
by Paul Kampner
What does 2005
likely hold for financial service providers?
Last year was dominated by mutual fund
scandals, fiduciary responsibility, private investment accounts, and
consolidation of service providers. As
we move into the new year, let’s take a closer look at these issues to get a
better understanding of the impact they have had and will continue to have on
the industry.
[FULL STORY]
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Short Takes
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Ward Harris to Speak at AIF®/AIFA® Conference
McHenry’s Ward Harris will present at the inaugural AIF/AIFA
Conference held by the Center for Fiduciary Studies on March 3-5, 2005. Ward will discuss revenue sharing in the
retirement industry.
[FULL STORY]
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Short Takes
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Ward Harris to Present at ASPPA Conference
Ward
Harris will present two sessions on fees and revenue sharing at the ASPPA 401(k) SUMMIT,
which will take place on March 17-19, 2005. The sessions will include information on legal obligations and fiduciary status.
[FULL STORY]
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Archives
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Issue 3
December 14, 2004
Vol. 1
Issue 3
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Issue 2
November 8, 2004
Vol. 1
Issue 2
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Issue 1
October 4, 2004
Vol. 1
Issue 1
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