Thank you to Rob Coursey, Value Line Funds, who shared the following fact with me. Americans age 55 and older make up more than a fifth of the total labor force today (22.8%, seasonally adjusted), compared with 17.6% at the...

Happy to share with you the video from a recent interview that I did with Asset.tv. I sincerely appreciate the on-going support from the staff at Asset.tv, who remain as concerned about the future of the U.S. retirement industry, as...

As details continue to emerge relative to the competing tax Bills before Congress, it becomes more apparent that the U.S. Middle Class and the elderly are going to get hosed! LA Times reporter, Michael Hiltzik, has just penned an article...

P&I has recently reported on an OECD report. " The OECD's " Pensions at a Glance 2017 " report analyzed the level of retirement benefits from mandatory public and corporate plans relative to earnings." The report found that for "full-career...

We are pleased to share with you the KCS Fireside Chat for December 2017. This one is titled “What Is Your Real ROI?” This article is geared more toward DB plan sponsors, but sponsors of DC plans, foundations and endowments...

The chart below is courtesy of Dan Primack, Pro Rata newsletter from Axios. At first glance, it appears that a significant majority of taxpayers across the income spectrum will receive tax relief and a positive after-tax income boost from the...

I am always interested in articles that address Social Security's looming insolvency. Today, I had the opportunity to read an article on WealthManagement.com titled, "Solving the Social Security Shortfall" by Mark Miller. The article's subtitle read, "Solvency is the 800-pound...

Here's another example proving once more that defined contribution plans are nothing more than glorified savings accounts . Non-profit Transamerica Institute published a study in September estimating that nearly 1 in 5 Americans has raided their retirement accounts to pay...

The title would suggest that I find and post an interesting/meaningful chart each and every day. That is a very misleading - sorry. I stumbled across the following chart in today's WSJ (thanks, FactSet), and I just had to post...

I wrote a blog post last week titled, "Change Is Good - Really", which was penned to address the reluctance on the part of asset consultant research teams to appreciate the need for evolutionary change within an asset manager's investment...