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How to benefit from new retirement fee disclosures

12/13/2011

Source: Reuters Learn More

Is Your Retirement Plan Provider Ripping You Off?

12/09/2011

Businesswire Author and Advisor Dave Loeper Reveals Hidden Wall Street Sales Strategies, Ways to Put Yourself First, and Why Your 401(k) Fees Shouldn?t Exceed 0.75%

Source: BusinessWire Learn More

What to Watch out for in Treasuries

12/09/2011

Source: Forbes.com Learn More

Wealthcare Capital Management® Launches Suite of Revolutionary Wealth Management Services

11/16/2011

Wealthcare Capital Management® announces the introduction of a suite of services to make its patented Wealthcare system available to advisors in an all-inclusive, low-cost and highly tax-efficient Unified Managed Household (UMH) program.

Source: Businesswire Learn More

Is One Better than Three?

11/08/2011

David Loeper discusses the implications of slicing the domestic equity portion of a client's portfolio into three equal weighting of large cap, mid cap and small cap, versus utilizing the Vanguard Total Market (VTI) for the whole pie slice.

Source: Advisor Perspectives Learn More

Leonard Reinhart Joins Wealthcare Capital Management's Board of Directors

10/25/2011

Industry icon, Len Reinhart, has joined the Wealthcare team to help our versatile client centric system become the new standard in the wealth management industry.

Source: BusinessWire Learn More

Financial Advisors Need To Manage Wealth, Not Returns

05/31/2011

Source: financial-planning.com Learn More

A Wealth Manager Who Lives, Operates on Rand's Objectivism

04/12/2011

Source: Registered Rep. Learn More

David Loeper's Interview with Rob Johnson

04/01/2011

Source: financeware.com Learn More

Wealthcare Capital Management® Names Perry Chesney as Senior Managing Director

03/22/2011

Wealthcare Capital Management®, a leading provider of wealth management advisory services and systems, announced today that Perry Chesney, CFP®, CIMA®, has joined the firm as senior managing director of its global client group and member of its executive committee.

Source: financeware.com Learn More

Wealthcare Capital Management Provides Novel "Annuity" Payout For Its Affiliates

03/14/2011

Source: Advisors 4 Advisors Learn More

WEALTH ADVISER: Firm Gives Annuity To Lure Advisers, In And Out

03/09/2011

Source: Dow Jones Learn More

Commodities: The bull that just won't die

01/03/2011

Source: CNNMoney.com Learn More

Books to read before retiring

12/30/2010

Source: newsday.com Learn More

Gold's Twelve Month March To $3,800

12/17/2010

Source: Forbes.com Learn More

Pump Up a 401(k) by Lowering the Fees

09/15/2010

Source: New York Times Learn More

Top fee-only emerging firms ranked by growth in discretionary AUM

09/08/2010

Source: InvestmentNews Learn More

To Understand Your 401(k) Plan, Focus on the Fees

08/20/2010

Source: SecondAct.com Learn More

How to Protect Yourself From Hidden 401(k) Fees

08/02/2010

Financeware Inc. CEO David Loeper and Dan Yu, director of Eisner Wealth Planning appearing on Fox Business.

Source: financeware.com Learn More

401(k) Fees Gain a Bit of Clarity

07/23/2010

Source: New York Times Learn More

Financial Reform Bill Will Shaft Consumers

06/25/2010

Source: Forbes.com Learn More

The debate goes on: To Roth or not to Roth?

04/04/2010

An edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper.

Source: InvestmentNews Learn More

Your Clients' Lives Are NOT a Game

03/30/2010

Source: Advisor Perspectives Learn More

No Shell Game? Then What Is It?

03/16/2010

Source: Advisor Perspectives Learn More

Breaking the Track Record Addiction to Build a Practice that is "Beyond Reproach"

02/02/2010

Source: Transitions Magazine Learn More

Keeping Your Resolution to Build a Practice That is "Beyond Reproach"

01/06/2010

Source: Transitions Magazine Learn More

To Roth or not to Roth, That is the Question

12/01/2009

Source: inanceware.com Learn More

The Difference between Measuring and Managing Investment Results

11/30/2009

Source: financeware.com Learn More

401(k) Participants, Advisors Hurt By High Fees

10/08/2009

Source: FA Magazine Learn More

Retirement Plans Torpedoed Despite Rally

08/24/2009

Source: The Street Learn More

The Compound Return Shell Game

08/21/2009

Source: Forbes.com Learn More

Broker/Dealer Briefing: Fidelity Enhances Broker Workstation

08/01/2009

Source: Investment Advisor Learn More

How Much Is Your 401(k) Costing You?

07/29/2009

Source: GetRichSlowly.org Learn More

It's time to 'fix' the 401(k) plan

04/26/2009

Source: InvestmentNews Learn More

10 ways to rate your financial adviser

03/26/2009

Source: Bankrate.com Learn More

The Difference between Measuring and Managing Investment Results

03/03/2009

Source: Advisor Perspectives Learn More

Podcast of Radio Interview with Vince Rowe

02/27/2009

The Vince Rowe Radio Show, KJCE 1370AM, Austin, TX

http://www.financeware.com/ruminations/interviews/VinceRoweInterviewwithDaveLoeper.mp3

Source: financeware.com Learn More

Financial advisers, sponsors offered new yardstick for retirement plan fees

05/26/2008

Source: InvestmentNews Learn More

The High Cost of 401(k) Fees: How Much Are You Paying?

05/01/2008

Source: Kiplinger.com Learn More

Retirement Income; Facing Health Care Costs

03/24/2008

Source: InvestmentNews Learn More

401(k) Questions, Answered

03/05/2008

Source: U.S. News and World Report Learn More

Raising the Bar on Fund evaluation - New Fundgrades Portfolio Features

03/03/2008

The FundGrades site was updated and enhanced with the implementation of the ability to grade portfolios of funds and to track a watch list of funds.

Source: FUNGRA + DES Learn More

Ask an author: David Loeper here to answer your 401k questions!

02/18/2008

Source: Wisebread.com Learn More

Is Your 401(k) Plan Ripping You Off?

02/17/2008

Source: Chicago Sun-Times Learn More

Retirement plan fees receive increased scrutiny

10/29/2007

Also covered in:
Benefits Link Newsletter

Source: The Christian Science Monitor Learn More

Fees can pile up with 401(k) plans

10/28/2007

Source: Omaha World-Herald Learn More

Advisers Offered New Rating Yardstick

10/15/2007

Source: InvestmentNews Learn More

Many fees hidden for 401(k)s

08/13/2007

Source: Dallas Morning News Learn More

Comments on 401(k) Fee Disclosures to the U.S. Department of Labor

07/24/2007

Source: David B. Loeper, CIMA , CIMC Learn More

Some VA-related costs in 401(k)s are exorbitant, according to critics

04/09/2007

Source: InvestmentNews Learn More