The NCAA selection committee will announce on Sunday night the field for the 2022 NCAA Men’s Basketball Tournament. Ready or not, “March Madness” begins later this week. The tournament begins with 68 teams (including the four “play-in” games). A total of...
In case you have been busier than usual, here are the relevant financial headlines from last week. Each headline can affect your 401(k) value in a big way going forward. More proof of higher-than-expected inflation. Russian troops surround Ukraine on three sides. With...
How many “remain calm” financial services articles have you read this week? It happens every time the Dow Jones, S&P 500 and Nasdaq indexes all drop at the same time. Stock market volatility creates another marketing opportunity for the “do nothing” message. The...
Most of my investment advice clients are too busy to watch their 401(k) accounts. That is why they hire me. Most of my clients admit they do not have the experience or sophistication to pick mutual funds. Those clients do not realize that over 70% of NASDAQ stocks...
One of the Wall Street wisdom’s that I remember from my younger days is, “they are always fighting the last battle.” This adage is a stark reminder. Adjust investment management decisions to reflect the current stock and bond market environments. You cannot do...
At all times, I am in communication with many 401(k) participants. On phone calls, in e-mails, and on zoom calls, I am asked the same two questions. In the exact same order. First, “Are there better mutual funds for me to own in my 401(k) now?” There always are at...
