Industry Leading
Advice

Advisor ToolsWhitepapersArticles

How to Tell if You Have a Lousy 401(k) Plan

07/01/2013

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

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

Wealthcare Capital Management® Ranked 17th by Absolute Growth

03/02/2011

Investment News has listed Wealthcare Capital Management® 17th on their list of the top Up-and-Coming fee only firms as ranked by absolute growth in discretionary assets under management.

Source: InvestmentNews 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

Beyond Reproach: Actualizing a Client's Deepest Social Values

07/06/2010

Source: Transitions Magazine 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

Beyond Reproach: Are You a Fiduciary?

03/03/2010

Source: Transitions Magazine 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

BEYOND REPROACH - A New Year, a New Vision and a New Practice that is "Beyond Reproach"

12/01/2009

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) Fee Disclosures Are Coming

11/03/2009

Source: The Dow Jones Newswire Learn More

The Prudent Man versus the Prudent Expert

11/01/2009

Source: The Registered Rep. Learn More

BEYOND REPROACH - Ethics, Integrity, and Trust

11/01/2009

Source: Transitions Magazine Learn More

401(k) Participants, Advisors Hurt By High Fees

10/08/2009

Source: FA Magazine Learn More

FUNDGR A + DES ™ Announces its Honor Roll Award Winners

10/01/2009

FUNDGR A + DES ™ is pleased to announce its Honor Roll of fund family award winners for the past three years ended September 30, 2009.

Source: FUNGRA + DES 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

A Response to "Odds on Imperfection: Monte Carlo Simulation"

05/12/2009

Source: Advisor Perspectives Learn More

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

04/26/2009

Source: InvestmentNews Learn More

Retiring? Read these books

04/25/2009

Source: BradentonHerald.com Learn More

10 Ways to Lower Retirement Costs

04/13/2009

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

10 ways to rate your financial adviser

03/26/2009

Source: Bankrate.com Learn More

Yes, you can keep 401(k) costs in check

03/18/2009

Source: Dallas Morning News Learn More

The Difference between Measuring and Managing Investment Results

03/03/2009

Source: Advisor Perspectives Learn More

Stop Your 401(K) From Robbing Your Savings

03/01/2009

Source: The Motley Fool 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

The 5 Biggest Lies on Wall Street

02/19/2009

Source: MSN Money Learn More

Diversification - When More Is Less

12/16/2008

Also covered in:
IMCA - Industry Spotlight Series

Responses to letters on Diversification - When More Is Less:
Advisor Perspectives

Source: Advisor Perspectives Learn More

Get Ready for the 401(k) Wars

09/10/2008

Source: Yahoo Finance Learn More

Financeware Corporate Headquarters Has Relocated

08/25/2008

We are pleased to announce the relocation and expansion of the corporate headquarters of Financeware, Inc., d/b/a Wealthcare Capital Management (WCM). Effective August 25, 2008, our mailing address and physical location are now 600 East Main Street, Suite 1240, Richmond, VA 23219.

Source: financeware.com Learn More

When Will Objectivity Enter the Active vs Passive Debate?

08/19/2008

Source: Advisor Perspectives Learn More

Challenges Mount for 401k Fiduciaries

07/29/2008

Source: Advisor Perspectives Learn More

This Summer Finance Reading Is too Hot for Beach

07/21/2008

Also covered in:
NY Daily News
Boston.com

Source: Bloomberg Learn More

Truth in Labeling - New Research from FundGrades

07/08/2008

Source: Advisor Perspectives 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

"The Fee Fighter", p. 25

01/01/2008

Source: Money Magazine Learn More

Beware Excessive Fees on Target-Date Funds

11/09/2007

Source: The Street Learn More

Time for Employers to Cut Cord to 401(k) Plans

11/05/2007

Source: Bloomberg Learn More

Tracking Error and the Efficient Frontier

10/31/2007

Source: IndexUniverse.com 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

New Tools Arrive to Rate Mutual Funds, ETFs

10/27/2007

Note: subscribers may access the article through the WSJ site.

Also covered in:
ETF Trends

Source: The Wall Street Journal Learn More

Advisers Offered New Rating Yardstick

10/15/2007

Source: InvestmentNews Learn More

401(k) Book Released

10/15/2007

Dave Loeper's new book, "Stop the 401(k) Rip-off" has been released and is available in bookstores and through Amazon and other online sources. The book addresses a current hot topic of excessive 401(k) fees covered in the financial press and in Congress. To order now or learn more about the book visit www.401kRipoff.com.

Source: 401kRipoff.com Learn More

New FUNDGR A + DES ™ Site Established

09/01/2007

Wealthcare Capital Management™ and Financeware, Inc. announce the new FUNDGR A + DES™ site - the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds available today. Check out the free site at www.fundgrades.com.

Source: FUNGRA + DES 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

Site Enhancements

07/01/2007

n summer 2007, Financeware released a number of site enhancements, including a powerful new client and account data export features which complement the existing data upload feature. The asset allocation functionality has been streamlined and upgraded, allowing users greater flexibility and ease of use.

Source: financeware.com Learn More

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

04/09/2007

Source: InvestmentNews Learn More