A client of mine owns several banks across several Midwestern states. He recently sent me a copy of a banking industry report that shocked me. The publisher of this report is a company called Raddon, which is owned by Fiserv. Raddon works exclusively with financial...
When your cell phone battery needs recharging, you find a place to plug it in. When the check engine warning light goes on in your car, you take notice. When a routine doctor visit finds a condition that requires immediate follow-up, it gets your attention. The “cost...
You are incredibly experience, competent, and successful in your career. You contribute each year to your company 401(k) retirement plan account. Your company-matching contributions help grow your retirement plan account value every year. The last nine years of stock...
Let’s say there are two individuals who participate in the same company 401(k) retirement plan. One of these individuals could be you. The other could be your best friend at work. You both have the same amount of time, information, and ability to choose your company...
The current U.S. stock market environment is causing concerns for the most experienced and sophisticated money managers. It is no wonder that the thought of losing the last several years of stock market returns fills individual company 401(k) retirement plan...
Most individual investors are overwhelmed by the investment management decisions that are required to manage their company 401(k) retirement plan accounts. Those individual investors who are not overwhelmed don’t pay close enough attention to their company 401(k)...