Bigger is not better in your 401(k)

by | Dec 17, 2019 | 401k Advice, Blog, Educational

Last week, I read a November research report from Chicago-based Morningstar that reinforces what most individual company 401(k) retirement plan participants believe is really true. The research report is a white paper titled “Bigger is Better.” The coauthor is David...

2019-year end 401(k) concerns

by | Dec 10, 2019 | 401k Advice, Blog, Educational

The end of the calendar year is often a time of self-reflection in the investment advice business. In this blog post, I am going to ask you to devote some time to the timeline of events in your company 401(k) retirement plan account this last year. This relentless...
The junk you may own in your 401(k)

The junk you may own in your 401(k)

by | Dec 3, 2019 | 401k Advice, Blog, Educational

When world-wide interest rates have fallen to all-time low levels, it is very easy to lose sight of how much risk you are taking with the bond mutual funds in your company 401(k) retirement plan account. The global bond markets are a disaster. There are now over 30...