Technology is revolutionizing both work and personal life. The investment advice industry is a prime example.
I started in the brokerage business in 1984. Stock brokers had exclusive access to everything. Research, trading, and custody of client accounts.
Today, not even close.
All elements of the investment advice process is available. Artificial intelligence (AI) will finish the personalized investment advice offering.
No mystery here. More available technology lowers the cost of investment advice. And the perceived value.
Why don’t you have more information about your 401(k) mutual funds?
Almost certain to improve your mutual fund investment management decisions. Just think. No more guessing at “what to buy?” in your 401(k).
More important. “When to sell?”
The personalization of 401(k) advice is worth the annual fees. Independent, third-party analysis of your entire default 401(k) menu.
Not affiliated with your 401(k) sponsor (your company).
Or your 401(k) provider (Schwab, Fidelity, Vanguard, etc.).
More information than you have ever seen on your 401(k) mutual funds. Summarized in two printed page. Or a handful of images.
Since the start of your working career and 401(k) participation. More personalized mutual fund insights than you have ever seen.
Transparency improves 401(k) mutual fund investment management decisions. Especially provided by a fiduciary investment advisor.
Financial education is great. Stock market risk tolerance is even better.
But who has time for online white paper, webinars, and interactive tools?
Regardless of the size of your 401(k) account balance. Improved mutual fund investment management decisions can be dramatic. To grow and preserve your retirement plan account.
“Buy-and-hold” is over. Gone with a long list of other academic-based investment management theories.
Investment management technology. With a personal touch specific to your 401(k) mutual fund menu.
It’s not hard. And available now.
Efficient and affordable. Personalized guidance and peace of mind. Explained by an investment management fiduciary.
A screen shot of your default 401(k) menu. Send me an e-mail or comment below.
In 10 minutes, you will be an expert on your 401(k).
Ric Lager
Lagerandeco@comcast.net
I have spent the last several years trying to figure out the best way to share my 401(k) advice content. I have tried Twitter, Facebook, company web site, and LinkedIn Groups. I now realize nothing beats a well-crafted newsletter delivered to your inbox once a week.
Sign-up here.
