401(k) advice is a service business too
A dry cleaner, a lawn care company, and the person who cuts your hair.All in the service business.Individual 401(k) investment advice falls into the same category. A service provider solves a simple life problem.A solution to a life problem not solved on your own. I...
I have never met many of my 401(k) advice clients
Since COVID, the business world has changed. When you stop to think about “the old days.” The business world has changed forever. I can’t remember my last business lunch. Or round of golf with a client. Or a beer at happy hour. I look back at my most recent new 401(k)...
Questions to ask a 401(k) advisor
A fiduciary investment advisor can have a drastic impact on your 401(k). Beginning with your awareness of annual mutual fund expenses. And annual investment performance. An experienced 401(k) advisor can improve your mutual fund picks. And he or she can help you avoid...
