Archive for May 26th, 2014
Posted by Renee Schmidt


This past week I listened to a presentation for young professional (20s and 30s) from one of the largest asset management firms in the world. The objective, which is of course to educate the audience, is also meant to help the firm snatch up talent and future wealth management clientele while those prospects are still spring chickens. Although I found the information presented to be generally useful and relevant to the respective audience, I couldn’t help but take a devils-advocate view on —well— just about everything. I bit my tongue until they presented this one particular example regarding a 401k

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