Critiques of 2 Recent GAO Reports

Published on October 7, 2024

GAO reports are intended to improve industry practices. GAO failed in its target date fund report but succeeded in its conflicts of interest report.

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Santander Reorganizes Leadership Roles at Wealth Management Unit

October 7, 2024
Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

Four Easy Steps to Build a TIPS Ladder

October 7, 2024
Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.