A challenge I face providing 401(k) advice might be a surprise. I know the best mutual funds to own in your company 401(k) menu. The best mutual funds stand out on any default 401(k) menu. The biggest challenge I face is getting my 401(k) advice clients to sell their...
Do you want to preserve your 401(k) value during periods of extreme stock and bond market volatility? The key is not to “sell everything” and curl up in the fetal position under your desk. At home or at work. Instead, take a current inventory of the 401(k) mutual...
The Federal Reserve is set to raise interest rates this week. Included in the most recently released minutes of meeting of this group was a new phrase to add to your investment management vocabulary. Quantitive Tightening. You do not have to understand the Fed balance...
The self-directed 401(k) account helps avoid the poor mutual funds that populate most 401(k) menus. Go online or call your current company 401(k) retirement plan provider. Find out if you have a self-directed brokerage account (SDBA) option available. This “brokerage...
Think back to your last major decision. It was a career move, a relocation, a medical treatment, or something to do with love. Did you make a quick choice without exploring your options? Or did you conduct research and gather as much information as possible? Some...
