There have been some positive changes in the company 401(k) mutual fund world over the last few years. In this blog post, I want to make sure if you were aware of these changes. First, mutual fund expenses have come down dramatically. Fund expenses in 2019 were just...
Even a casual political observer would know that President Trump frequently posts comments to Twitter over the last few months on several topics. One of his favorite topics recently has been the U.S. stock markets and the strong performance of 401(k) accounts. Last...
The first objective of company 401(k) retirement plan account participation is to make enough contributions in order to get the “free money” company matching feature each year. The second objective is to grow the value of your company-matching contributions and...
By now, your favorite NFL team has started their season. College and high school teams are weeks away from playing. Fall is in the air and football is top-of-mind for even casual football fans now. A basic knowledge of football can provide a very important company...
I opened my first investment advice account for an individual company 401(k) investor in 1999. Since that time, I have learned the two main elements that make for a successful long-term company 401(k) investment management strategy. The first element is intelligence....
That’s the question all company 401(k) retirement plan investors were asking themselves over the long Labor Day weekend. After cruising for the past five months, the stock markets screeched to a halt on Thursday, September 3rd. The Dow dropped over 800 points, and the...
