CEOs: Consider Your Own Captive Insurance Company
Plutus’ Last Stand: Putting the Greek Financial Crisis in Perspective
Why Your Business Needs a Captive Insurance Company.
The New Dangers Of Hidden 401k Fees
Utilizing Diversification to Effectively Reduce Risk in 401k Plans
The Difference Between Effective and Ineffective Diversification
Employing Asset Class Investing to Enhance Your Portfolio
Start Now to Comply with New 401(k) Hidden Fee Regs
401k Plan Fee Disclosure Regulations
Dimensional Fund Advisors: Part 1 – Stay Disciplined No Matter What!
The Importance of Being Proactive in Avoiding 401k Fees
As retirement looms on the “boom” generation, the time to talk to a financial advisor isn’t when – its now.
Zynga’s Fiery Implosion
Retirement Investments: Embrace a Passive Strategy for Erratic Times
Lost Decade? Not For Disciplined Money Managers
Charlie Massimo Named Premier Advisor by NABCAP
50 Shades of Grey and Investing… What do they have in common?
Business Owners: If You Think You Can Invest Like Everyone Else, Think Again!
Managing Wealth by Media Analysis? Big Mistake.
No Magic Bullets for Wealth Management
Fiduciaries at Fault When Fees Are Forgotten
Dimensional Fund Advisors: Noisy October, Noisy November
Wealth Protection: 6 Principles to Make 2012 Your Most Successful Year Ever as an Investor
10 Investment Strategy Resolutions for The New Year
Dimensional Fund Advisors – NY Times Article
A Twist on Passive – DFA Funds
Number 1 Fund Family – Dimensional Fund Advisors
How To Invest In DFA Funds
401k Lawsuits: Plan Participant Pandemonium
Top 10 Dimensional Fund Advisors Articles
Captive Insurance: Captive Insurers Doubled Profits
How To Find 401k Hidden Fees
Investment Strategies: SEC Raising the Bar for Brokers
The Growing Popularity of Captives
Excessive Financial Optimism or Financial Gloom?
ING Class Action and 401k Fees
Top 5 Articles To Get You Thinking About Your 401(k) Plan
10 Questions To Ask When Planning Retirement Income
Wealth Preservation: 3 Tips to Saving Enough
Investor Caution: Is There A New Normal?
Prohibited Transactions, 401k Hidden Fees and the IRS
3 Components for a Comprehensive Wealth Management Program
Part I: Top 3 401(k) Hidden Fee Misconceptions
Wealth Preservation: 7 Ways to Protect Your Retirement Income Plan
401k Audit Changes – 3 Key Issues to Ensure Your Clients are Prepared
Retirement Plans for Affluent Investor: 8 Informative Articles
Part II: 401(k) Hidden Fees – 5 More Fees to Look Out For!
Top Wealth Management Firms: Bigger Doesn’t Always Mean Better
Top 5 401k Audit Questions: Don’t be a Target for the Department of Labor & IRS
Retirement Investments: 3 Reasons to Add Stocks to Your Portfolio
Wealth Management Expert, Charles Massimo, on the Rusty Humphries Radio Show
Part III: 401(k) Hidden Fees – Top 5 Administration Fees
Fiduciary Liability: 2 Ways Plan Sponsors Can Protect Themselves
Wealth Preservation Information: Top 5 Articles to Guide You To A Top Advisor
Wealth Preservation: Caution Against Owning Too Many Bonds
Wealth Preservation: How to Manage Unexpected Inflation Risk
Dimensional Fund Advisors: Managing Investment Risks for Clients
401(k) Lawsuits: Top 10 Duties of Your Fiduciary
401k Fees and 401k Lawsuits: Could Your 401(k) Plan Be Illegal If You Don’t Offer Index Funds?
Don’t Miss Charles Massimo on the Bill & Joel Radio Show Discussing 401(k) Hidden Fees and the Effects on Your Retirement Income
Dimensional Funds: Always Putting the Client First!
Taxes on Retirement Income: Young and Wealthy Start Planning Now
Avoid a 401k Plan “Swoop & Kill”: 17,000 Agents Being Hired?
Comprehensive Wealth Management Program: Market Volatility & Uncertainty
Part IV: 401k Hidden Fees – You Pay for Everything!
Revealing Excessive 401k Fees: Why Fees Matters
Wealth Preservation: 8 Threats to Portfolio Performance
Wealth Management Firms with Top Advisors: Top 10 Success Qualities
401k Audits: Charles Massimo Featured in Long Island Business News
Dimensional Funds: Top 3 Articles for Passive Investing
Dimensional Fund Advisors: Evolving to Meet Changing Needs
401k Fees: Electronic Disclosure to Participants
Know Your 401k Fees: Good Advice From NY1
Retirement Income Planning: 6 Tips for Small Businesses
Wealth Preservation: How Financial Advisors Help Women Build
Fiduciary Responsibilities: Will the SEC Push to Protect Investors?
401k Lawsuits: Ameriprise Sued By Own Employees
Dimensional Fund Advisors: Committed All the Way!
ABC News Says, “Clear the Fog on 401k Fees”
Comprehensive Wealth Management: 3 Reasons to Stay Disciplined
Top 7 Reasons Dimensional Fund Advisors is Unique!
401k Lawsuits: Morningstar Shows What Not to Do!
401k Lawsuits: DOL Gives Another 408(b)2 Extension-No Excuse to
Wealth Preservation in Volatile Markets: Discipline is Your Best Tool
401k Lawsuits: Top 10 Conflicts of Interest
Wealth Management Expert Says: Control Your Emotions!
Comprehensive Wealth Management Process for Women
Dimensional Fund Advisors: Top 4 Articles to Tune Out The Noise
Avoid 401k Lawsuits: Final Rule Issued on 401(k) Investment Advice
Wealth Protection: Safeguard Against Inflation
Wealth Management Strategy: 6 Critical Points for Turbulent Times
Part V- 401k Hidden Fees: What You Don’t Know Will Cost You!
401k Lawsuits: DOL Enforcement Actions are for Real! Part 1
Retirement Income Planning & Inflation
401k Fiduciary Liability: 4 Articles to Avoid a 401k Plan Disaster
Fiduciary Liability: Top 10 401(k) Prohibited Transactions
Comprehensive Wealth Management: What Women Want from an Advisor
401k Lawsuits: 14 More Cases and Counting ! Part 2
DFA Funds: Passive Perfection
Comprehensive Wealth Management: Inflation Fear Factors
401k Hidden Fees: Hide, and Seek 401k Lawsuits
403(b) Plans: Get Ready for Department Of Labor Fines
Comprehensive Wealth Management: The Distracted Investor
Wealth Protection: 7 Key Points on Life Insurance as an Asset Class
Retirement Income Planning for Women
401(k) Lawsuits: Plan Participant Recoil & Repercussions
Passive Investing: Active Managers Back Against the Wall
401k Lawsuits: Wal-mart & Merrill Lynch Settle for $13.5 Million!
DFA Funds: Opinions Are Like…
401(k) Lawsuits: Top 10 Ways to Avoid a Prohibited Transaction
Wealth Management: Wall Street Warnings!
401k Lawsuits: DOL Enforcement Actions are for Real! Part 3
Dimensional Fund Advisors: 3 More Reasons to Pay Attention!
Top 10 Retirement Income Planning Guidelines Against Inflation
401k Lawsuits: DOL Enforcement Actions as ASPPA Asks for Extension!
401k Hidden Fees: Barron’s Brings 401k Costs to the Mainstream!
Women & Finances:The Right Financial Advisor Serves Many Roles
Dimensional Fund Advisors: Enriching the Portfolio Design Process!
Dimensional Fund Advisors: Investment Enhancements Part Deux!
Dimensional Fund Advisors: 3 Grounds for Change!
401k Hidden Fees: No 408(b)(2) Extension Needed!
Dimensional Fund Advisors: Don’t Be Swayed!
408(b)2 & 404(a)5: Sticker Shock!
Retirement Income: Top 7 Inflation Impacted Investments
To Savvy Investors, Risk Is No Four-Letter Word
Insurance that pays
The DOMA Ruling will Affect Wealth Management
Recession Proof Your Portfolio With Discipline
JP Morgan Chase Accused of Manipulating Energy Markets
Reading “The Dash” with Your Wealth in Mind
More Firms Choosing Captive Insurance
Eugene Fama of Dimensional Fund Advisors Wins 2013 Nobel Prize in Economic Science
Barron’s Article on DFA – Where The Smart Money Is Headed
DFA: A Different Dimension
Investing trends for 2014
Thoughts on Predicting Future Directions of the Market and Economy
America’s 2014 Select Financial Advisors
Insurance News net
Regular Progress Meeting
Broad Asset Allocations
45 Day Follow Up Meeting
Investment Plan Meeting
The New York Times
The Wall Street Journal
Second Quarter in Review
Happy New Year
401K Video Reno 911
Long Island Business News Q&A with Charles Massimo
Mutual Fund Investors Face Large Unexpected Tax bill for 2014
ABLE 529 Passed into Law – A New Benefit to be Available for Children with Disabilities
401K Hidden Fees
408(b) & 404(a)5
Dimensional Fund Advisors
for the press page
Stock Market Returns
Wealth Management Firms