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...
It has always been about your 401(k)
Imagine how I feel? A 41-year career as an investment advisor. And I finally figured it out. It’s not about WHAT I know. Or HOW MUCH I know. Or my “Value Proposition.” (The marketing genius who invented that term should be prosecuted). Here’s what my individual 401(k)...
