I am going to be 60 years old this week. Maybe that is the reason that I am more concerned about preserving the last few years of my client’s investment gains than remaining fully invested in the current stock market. The time comes for every near-retirement investor...
Most people who own a home also own home owner’s insurance. Home lenders require home owner’s insurance. If your house burns to the ground, the insurance company will come in and pay you to replace your house. When you receive your annual homeowner’s insurance premium...
Among the predictable avalanche of New Year’s resolution articles regarding financial behaviors, I read a very insightful article on The Motley Fool this week. Jordan Wathen wrote a good summary on the comparison of annual fees for the different types of mutual funds...
In the last few months the U.S. stock market advance has dominated the headlines. Even individual investors who typically don’t pay any attention to their company 401(k) retirement plan accounts have noticed their all-time high statement values. It’s human nature to...
Right now is probably the best time in your working career to take the time to reassess the investment performance in your Minnesota company 401(k) retirement plan account. With a long list of uncertain political and financial events dominating the worldwide...
I have asked the same company 401(k) retirement plan investment management question for both clients and prospects over the last several months. The historic investment returns of 2017 require each individual investor to give at least a passing thought to their...
