This Thanksgiving will be memorable. As a holiday as close to back to normal as was possible over the last few years. No matter how you choose to celebrate. You will have at least a few minutes alone over the long weekend to devote to your finances. Here is an idea to...
What are the most important questions to ask a 401(k) investment advisor? I mean an investment advisor you choose to improve your 401(k) mutual fund decisions. Most financial services provider polls state the same results. Individual investors would like investment...
A big part of my 401(k) investment advice practice is dealing with stock market risk. Specifically, tail risk. What is tail risk? Look at the graphic I have included in this post. The red line is a bell curve. When looking at all stock market scenarios, they are...
Elections are right around the corner. Many 401(k) advice clients have been asking me what the results could mean for stocks and bonds. In this article, you will learn two main facts about how the midterms affect the markets. And one important tip to remember...
401(k) participants do not have time or expertise. They struggle to improve investment management decisions. Some individual investors are seeking out independent investment advisors. They realize that they need help navigating their company 401(k) menu. Here are the...
I have provided investment advice to self-directed 401(k) investors since July 1999. Most 401(k) participants do not know about self-directed 401(k) accounts. That fact has always been a mystery to me. Most individual investors have a traditional view of their company...
