I have been providing investment advice to 401(k) investors for over 36 years. I know the most important investment management function I provide for my clients. The economic, interest rate, and stock market risk levels changed over the last few months. My 401(k)...
It is that time of year again. Individuals finding time in late December to set resolutions for the New Year. At least one of those New Year’s Resolutions should be to manage your investments better in 2022.Plain and simple, a resolution is a promise that you make to...
I have been providing investment advice to individual investors for over 37 years. Over that time, I have learned one of the most important aspects of my job.Economic, political, interest rate, and stock market risk levels change. Vigilance is necessary now to best...
Have you ever noticed that your company 401(k) retirement plan does not provide guidance on how to manage it? That fact leads individual 401(k) participants guessing at “what to buy?” All the mutual funds on your default company 401(k) menu have done well over the...
Technology is everywhere in 2022. You can turn on your dishwasher via your cell phone from your kid’s soccer game. You can take a picture of the inside of your refrigerator. And send it to your cell phone while you are in the grocery store. Retirement plan...
In December, you will see several articles about the direction of the U.S. economy in 2023. All written by experts. Who have advanced degrees and years of experience. These experts could plan your 401(k) investment management strategy with their convictions. But you...