401(k) technology
Technology is revolutionizing both work and personal life. The investment advice industry is a prime example. I started in the brokerage business in 1984. Stock brokers had exclusive access to everything. Research, trading, and custody of client accounts. Today, not...
Willing to listen to a new 401(k) idea?
I am blessed to collaborate with great individual 401(k) advice clients. They are even-tempered, fact-driven people. Who can listen to reason. And are not afraid to admit they “don’t know what they don’t know.” That has not always been true. With many of my 401(k)...
401(k) investing needs to manage risk
You should hold as much of your 401(k) as you can in stocks. Because stocks always provide better investment returns over the long run. Always better than other investments alternatives. Bonds, international stocks, or the money market. Stocks beat them all over the...
