In the past couple of weeks, you have most likely received your company 401(k) retirement plan account statement dated June 30, 2019. Equally likely is the fact that you have never had so much money in your 401(k) before. If you have not had time to review your most...
Over the last few weeks, the three main U.S. stock indexes — the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite index have all climbed to record levels. That is great news if you own the mutual funds on your company 401(k) retirement plan menu that...
For most individual company 401(k) retirement plan participants, the mutual fund options found on the default menu are overwhelming. It is no wonder that “buy-and-hope” is the most popular investment management strategy. At a basic level, there are only two kinds of...
The Tour de France, the world’s most famous cycling event, kicks off next Saturday, July 6th. For those that are unfamiliar with the event, the Tour de France features 22 teams comprised of nearly 200 of the best cyclists in the world. The race is a grueling 23 days...
If you pay attention all to your company 401(k) retirement plan online marketing materials, the following message comes across loud and clear. Individual company 401(k) retirement plan participants do not have the experience, training, knowledge, or access to the most...
I have provided investment advice to individual company 401(k) retirement plan participants for just short of 20 years. After having hundreds of conversations with employees at every major company in my local market, I can confidently state the following observation...