Your 401(k) needs your attention now

Do you want to preserve your 401(k) value during periods of extreme stock and bond market volatility? The key is not to “sell everything” and curl up in the fetal position under your desk. At home or at work. Instead, take a current inventory of the 401(k) mutual...

The Fed and your 401(k)

The Federal Reserve is set to raise interest rates this week. Included in the most recently released minutes of meeting of this group was a new phrase to add to your investment management vocabulary. Quantitive Tightening. You do not have to understand the Fed balance...

Get a 401(k) second opinion

So, ask yourself: are you giving your 401(k) the attention it deserves? Unfortunately, many people are not. Many 401(k) participants have no idea what they own in their 401(k). What their better mutual fund options are. Or how much stock and bond market risk they are...

Safety first in your 401(k)

I talk with several individual 401(k) participants each day. I have a growing concern that few are prepared for the potential risk of principal loss. The last 12 years has lulled many 401(k) investors into a false sense of continual optimism. Stocks and bonds have...

Proactive 401(k) investment management

If you enjoy the on-hold music when you call your 401(k) provider, this blog post is not for you. Are you taking full advantage of the latest and greatest 401(k) investment advice tools? What if you spent as much time planning your next post-COVID 19 vacation as you...