The cost of inaction in your 401(k)

Most people are not in the market for a company 401(k) retirement plan account investment advisor. This is frustrating to me. But I completely understand. Company 401(k) investors are making much progress building their retirement nest egg. The stock markets are up....

The 401(k) gift you do not want

Have you ever received a gift you did not actually want? Well, company 401(k) participants got a gift recently – the kind nobody wants. I am not talking about an ugly sweater or a pair of socks. I am referring to a new bout of stock and bond market volatility., just...

Do not repeat 401(k) circle

The last few years the growth of your company 401(k) account has been a straight line in the upward direction. The “buy-and-hold” investment management strategy has really paid off well. Your company 401(k) mutual fund picks continue to rise in value. Let me be the...
Are you a 401(k) imposter?

Are you a 401(k) imposter?

I have been blessed over my 37-plus years as an investment advisor to have worked with some very smart people. It is invigorating for me to show up for work each day to improve the investment management decisions for my 401(k) advice clients. Most of my 401(k) advice...