This year’s NCAA men’s basketball tournament and “March Madness” will be the topic of conversation in every office in America this week. The tournament begins in earnest on Tuesday night. A total of 68 teams will play in order to determine the eventual...
For the last several years, most individual company 401(k) retirement plan participants have kept their accounts on cruise control. I don’t think that is going to remain the best investment management strategy over the next few weeks. On Thursday, March 1, President...
Let’s face the facts. You did not choose the default menu of mutual fund options available in your company 401(k) retirement plan account. You basically have to make lemonade out of the lemons that were chosen for you. Your company 401(k) retirement plan sponsor—your...
I bet if I asked you the amount of your monthly car payment, you would know. The same goes for your mortgage, rent, or association dues. The most important bills we pay each month are permanently etched in our minds. In late January, TD Ameritrade published a survey...
The U.S. stock markets suffered through an historic few days of volatility last week. The majority of individual company 401(k) retirement plan participants were too busy with their daily lives to stop and realize what was going on. Alert: stock market volatility is...
The calls and e-mail began to arrive just before the end of last year. All of them with the same two company 401(k) retirement plan investment management concerns. “When do we sell? I don’t want to lose the last several years of my stock and bond market gains.”...
