Mark Clure News Today

Active Investing While more plans have shifted to passive investing in recent years thanks to its long-term, lower-cost structure, experts argue there are advantages to including actively managed investment options in defined contribution (DC) plan investment lineups as well. Josh Cohen, head of institutional defined contribution at PGIM, describes active management as a more hands-on approach, where an asset manager makes decisions about buying or selling a fund’s underlying holdings based o...

Try this ‘Subscription’ Approach to Investing Customize your investment, set it, forget it, and later, the money is there for you Author: By Chris Davis This article provides information and education for investors. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks or securities. Subscription services seem to be the sweet spot for attracting new users and building customer loyalty. For $10 a month? Take...

Why people should ditch the ‘retirement ritual’ and engage in life instead These tips can potentially help individuals feel fulfilled and motivated — at any age. By Mark Clure, CFP, Principal at Enso Wealth Management What do Dr. Anthony Fauci, Betty White and Warren Buffett have in common? Among other things, they each continue to work far beyond the traditional retirement age. They clearly love what they do, and by rejecting what I call the retirement ritual, they have remained engaged ...

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