July 1999. The establishment of my first individual 401(k) investment advice relationship. I have learned many things since then. Three universal, time-tested principles for you to consider individual 401(k) investment advice. Individual 401(k) advice is not an...
Since you began your working career. All you had to do was contribute money each year to your 401(k). And gain as much company-matching contribution as possible. You always knew your 401(k) balance would go up. If only by the fact that you and your company added money...
It’s too late for you to worry about the most common 401(k) investment management regret. You know the one I am talking about. “What do I buy?” The good news is that that stock market has “bailed you out” over the last few quarters. Provided you with the gift of a...
The stock and bond market risk levels have changed. You have seen the headlines. Even if you don’t pay attention every day. Take a good look at the mutual funds you own now in your 401(k). The annual fees and expenses first. Are you receiving the investment returns...
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...