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...
I know you are busy. I also know that as 2021 comes to an end, you have asked yourself this same question multiple time this year. Be aware that a company 401(k) account is a very dangerous animal to evaluate correctly. For that reason, here are a few things to...
Corporate executives, doctors, lawyers, accountants, consultants, etc. all use their knowledge and experience to make smart business decisions. Many of those decisions reply on independent, third-party databases. Whatever your level of stock and bond market investment...
Since the Pension Protection Act in 2006, target-date mutual funds have become the most popular investment choice in many 401(k) retirement plans. Target-date funds are a “fund of funds”. These mutual funds don’t investment in stock of individual companies. Target...
Many of the new individual retirement plan investors I talk to don’t know what type of game they are playing with their 401(k) accounts. The current stock market environment has been fueled by younger and inexperienced online traders who have invested their government...
Up to this point in 2021, the stock markets have put most company 401(k) investors in a winning position. The Dow, S&P 500, and NASDAQ all hit record-highs, and then kept climbing. It was only about two months ago that the Dow hit 35,000 for the first...