Congratulations on your all-time high 401(k) account balance.
Oh wait! That was at the end of June. Sorry.
As you know …
The stock market has other ideas.
I focus a good part of my investment advice practice on individual 401(k) investors.
Because most of them don’t have the time, experience, or expertise to manage mutual f funds. Chosen for them by someone else.
Your 401(k) principal needs protection now.
There is an easy way to improve your 401(k) investment management decisions.
It starts with better data. Not the old-fashioned “how many stars” does my mutual fund have?”
Instead, consider:
1. How your default 401(k) mutual funds rank. Best to worst.
2. Risk measurement of each mutual fund. Based on asset class and stock exposure.
3. A 401(k) “stop loss.” Fixed percentage or dollar amount you are willing to risk.
Generic economic or stock market forecasts is not worth your time. Customized and specific investment analysis of your 401(k) mutual fund options.
The only content that will really help your 401(k) now and going forward.
Worth 10 minutes of consideration?
A screen shot and a sent e-mail. I will respond with a level of mutual fund analysis you have never seen before.
Or, at least let’s connect on LinkedIn.
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.
