“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...
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...