Do not repeat 401(k) circle

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...
Are you a 401(k) imposter?

Are you a 401(k) imposter?

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...