A 401(k) fee and performance audit

A 401(k) fee and performance audit

Most individual 401(k) participants I approach are the same. They already have an investment advisor relationship. But more of the same. That relationship does not include their 401(k) account. Or their spouse or partner 401(k). Most individual investors don’t...
It has always been about your 401(k)

It has always been about your 401(k)

Imagine how I feel? A 41-year career as an investment advisor. And I finally figured it out. It’s not about WHAT I know. Or HOW MUCH I know. Or my “Value Proposition.” (The marketing genius who invented that term should be prosecuted). Here’s what my individual 401(k)...