Industry News

Press Articles

April 27, 2010 5 Stocks From McDonald's Portfolio. GuidedChoice.com is the advisor responsible for the investment choices in McDonald's profit sharing and savings plan. GuidedChoice.com, it is worth mentioning, counts Dr. Harry Markowitz - the man behind modern portfolio theory - among the founders. They've done a heck of a job. Read more...

Jan. 27, 2009 Ask the Expert: The pros and cons of diversification.

Guided Choice Releases Tools Aimed At Calming Market Worries GuidedChoice is developing pod casts, QuickTime videos and PowerPoint presentations.

A Google News Alert states, "participants in Schwab-administered plans who took advantage of advice services offered through their 401(k) plan earned an annualized average return of 10.2 percent over the three-year period. (The advice was formulated and provided by GuidedChoice Asset Management, Inc., which is not an employee of, nor affiliated with, Schwab.)"

November 28, 2007 New Schwab Data Indicates Use of Advice and Professionally-Managed Portfolios Results in Higher Rate of Return for 401(k) Participants.

April 18, 2007 - McDonald's Weighs Retiree Advice on Suggestion from GuidedChoice.

June 23 , 2005 - 401(k) Managed Account Assets Near $7B - Ignites article by Marc Hogan. Fund firms are hauling in billions of dollars through 401(k) managed account services, according to the most recent data from advice providers who help administer the programs. (Subscription-based)

June 20 , 2005 - Making Nest Eggs Last - Newsweek/MSNBC article by Jane Bryant Quinn. Education has failed, advice, managed accounts, auto-enrollment lead the way. Pg. 2 quote includes GuidedChoice.

April 28, 2005 - Schwab Retirement Advice Indicators Reveal Savings Rates Continue to Rise Among Advice and Managed Account Users in 401(k) Plans

January 24, 2005 - Schwab: K Plan Advice Helps Beef up Deferrals (PLANSPONSOR.com, Requires registration)

December 27, 2004 - Participants snapping up managed accounts options (Pension & Investments, p.4)

October 6, 2004 401(k) Advice Rising, Contributions Level Off

August 19, 2004 Schwab Speedy in Setting Up Advice

July, 2004 Survey: Demand for 401(k) Advice Rising

April 9, 2002 Institutional Investor: GuidedChoice Touts Price, Slams Competition