I have been providing investment advice to individual investors for over 37 years. Over that time, I have learned one of the most important aspects of my job.The current U.S. stock and bond market risk levels are much higher now than they were even a few weeks ago....
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....
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...
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.” Theodore Roosevelt Individual company 401(k) retirement plan participants do not react to changes in stock...
Later this week, it is already the 2021 Thanksgiving holiday. Here is hoping that all your holiday traditions get back to normal. Amid all the family and friend events, I hope you can find at least a few minutes of down time. Here is a quick idea to profit from those...
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...