457(b) plan

The Bogdahn Group is Now AndCo Consulting

January 9, 2017

Author Name By Mike Welker, CFA

As The Bogdahn Group, we have always endeavored to place our clients first, without exception or caveat. We take our role as an independent institutional consulting firm and plan fiduciary very seriously, and we believe this approach and philosophy adds real value to our clients. To ensure that the client always comes first in the […]

Read More

The Dating Pool: A View Askew

May 15, 2017

Author Name By Troy Brown, CFA

Many people who didn’t know me earlier in life have trouble believing I was quite the hefty lad. That is the politically correct way of saying I was a “tubby kid,” but since I’m talking about myself, I don’t have to choose my words with any level of sensitivity. It all started the summer before […]

Read More

A very common mistake when selecting funds for a defined contribution menu is overemphasizing manager performance without properly considering the risk controls, adherence to style parameters and overall selection process. If a money manager has top decile returns over a given period, does it really matter how they got there? After all, they generated superior […]

Read More

There is a fascinating concept in Major League Baseball where, during warm-ups, the players do something called “fake hustle.” When running, they swing their arms faster than normal and over-exaggerate their leg movements but do not actually run any faster. From a distance, the coaches believe the players are hustling and giving 100%, but in […]

Read More

TEXPERS

April 11, 2017

Author Name By Steve Gordon

Texas Association of Public Employee Retirement Systems 28th Annual Conference Hilton Austin – Austin, TX April 9 – 12, 2017    

Read More

The quote above is from a recently trending “phrases of the 80’s” hashtag (#) on Twitter that made me chuckle. Like many others, this expression belongs in the annals of history as one you’ll probably never hear again. As a teen of the 80’s, I spent many of my formative years hanging out at the […]

Read More

When defined contribution plan participants seek guidance or personalized advice related to their deferrals and investment options, they are counting on their employers to ensure the accountability and trustworthiness of the individuals providing it. After all, plan participants do not select those professionals themselves. Under the previous administration, the Department of Labor issued the Fiduciary […]

Read More

A Math Problem

February 27, 2017

Author Name By Troy Brown, CFA

Without revealing or claiming an ideology, I will admit I get most of my news from watching and reading sources that are largely contrary to my leanings. Whether it’s the hypocrisy of one side blaming the other for all of the country’s ills or the 24-hour sound-bite society we all live in, the result is […]

Read More

Why AndCo Consulting Made a Smart Investment in Compliance

February 13, 2017

Author Name By Mike Welker, CFA

Many see compliance as a necessary evil to appease regulators and meet standards set forth by the law. It is no doubt an annoyance to those whose sole focus is to do their job quickly instead of carefully. Compliance takes time, and time is money. It is also not a direct revenue generator, so many […]

Read More

New executive position reflects institutional investment consulting firm’s commitment to complete independence, transparency and objectivity ORLANDO, Fla. (Jan. 30, 2017) – AndCo Consulting, an independent institutional investment consulting firm, formerly known as The Bogdahn Group, with approximately $72 billion in assets under advisement and offices around the country, announces today the appointment of a new […]

Read More

The New Year’s Resolution and Other Annual Traditions

January 23, 2017

Author Name By Troy Brown, CFA

In the days before I became a reclusive home exerciser, I rolled into the YMCA every morning at 5:30AM. Without going into the unflattering details, anyone that makes public exercise a part of their daily routine can attest to the various gym personalities you are likely to encounter that early in the morning. However, despite […]

Read More