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Thomas M. Anichini, CFA, GuidedChoice Director of Research

Recent Posts

The 5 Essentials for Guiding Participants Toward Retirement Readiness

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At GuidedChoice, we believe plan sponsors should be able to plug advice into their plan, without upsetting their existing plan menu. They should be confident that the advice is free of conflicts, and that it treats participants as unique individuals — participants deserve more than an asset allocation schedule determined by their age. They deserve first-rate wealth planning advice that is affordable for even the smallest plans. Advice that allows them to sustain their quality of life and pursue retirement ambitions, while taking an appropriate amount of risk. 

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Topics: Asset Allocation, retirement readiness, personalized advice

Exchange Traded Funds (ETFs) vs. Mutual Funds in IRAs

Posted by Thomas M. Anichini, CFA, GuidedChoice Director of Research on May 29, 2018 2:26:40 PM

When comparing IRA offerings, some vendors offer ETFs only, some offer open end mutual funds only, some offer both. This article discusses the differences between exchange traded funds vs. mutual funds to help you decide whether you require either or both in your IRA.

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Topics: Near or in Retirement, All, Featured, Saving for Retirement, ETFs, no fee ira, exchange traded funds vs. mutual funds, IRA Rollover, low fee ira

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