Use Technology to Manage the 3 Levels of Your 401(k)
Every day we realize how technology has changed every part of our business and personal life. Technology has also improved investment management decisions. Especially in company 401(k) retirement plan accounts. Most 401(k) participants do not have the time or the...
Is something blocking your 401(k) decisions?
Not long ago, I was chatting with an individual 401(k) investor who told me about a specific mutual fund he’d invested in. Since the mutual fund price had gone up recently, he had made a little money. Enough to get his 401(k) account to “all-time highs.” Around the...
401(k) technology
Technology is revolutionizing both work and personal life. The investment advice industry is a prime example. I started in the brokerage business in 1984. Stock brokers had exclusive access to everything. Research, trading, and custody of client accounts. Today, not...
Willing to listen to a new 401(k) idea?
I am blessed to collaborate with great individual 401(k) advice clients. They are even-tempered, fact-driven people. Who can listen to reason. And are not afraid to admit they “don’t know what they don’t know.” That has not always been true. With many of my 401(k)...
