Fiduciary Advice & Education Blog

BeManaged Holiday Hours

It has been another blessed year in serving our clients and we look forward to the new year. We are giving our team a much-deserved break over the holiday season and will be closed the following days: Christmas Eve & Christmas Day New Year’s Eve and New Year’s Day We hope you and yours have…

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Investment Policy Statement – A Financial Blueprint (as seen in USA TODAY)

An often overlooked feature of our BeManaged advice services is the Investment Policy Statement (IPS) that each of our clients receive after enrolling in our service, along with an annual update that includes performance reporting, fee transparency and information on their retirement readiness. We were given an opportunity to comment on the importance of IPS’s recently…

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Jay Jandasek Passes Level II of Chartered Financial Analyst Exam

We want to congratulate Jay Jandasek for passing Level II of the Chartered Financial Analyst (CFA) exam!  It is an incredible accomplishment and we were very relieved (for the sake of Jay’s stress level) that he passed. Fortunately, he has a few months to relax…before beginning to study for Level III. Congratulations Jay! “The Chartered…

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BeManaged Expands to Minneapolis/St. Paul Market

We are proud and excited to announce that we have expanded into the Minneapolis/St. Paul market, serving the great state of Minnesota. We look forward to serving the area with our unique, 1-on-1 401k participant advice solutions. The expansion was made final by the Vikings securing a stadium for the next 2+ decades. (joking) If…

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Video – The Difference Between Fiduciaries and Brokers

Over the past few years, I have become a big fan of whiteboard illustrations that simplify concepts which can be challenging to understand. The video below by HighTower Whiteboard Animation does a great job of simplifying the confusion over the difference between brokers and a fiduciary in a nice little analogy. Can’t view? Click here…

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The Surprising Paradox of Choice in 401k Plans

You may have heard about experimental studies that aim to capture the human experience when provided a large variety of options. Consumers today are often bombarded with a very high number of choices when they enter shopping malls, department stores, restaurants, mobile phone stores, etc. It is likely we have all experienced a certain level…

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