Almost every business day, I jump out of the virtual bushes. And surprise an individual 401(k) investor with my phone call or e-mail. My contact always comes as a surprise. Because I always ask a detailed question about their 401(k) account. One they were not...
The do-it-yourself approach to managing a company 401(k) account is under pressure. And intense scrutiny. Due to the volatile stock markets and rising interest rates. Seeking independent professional 401(k) investment advice has a cost. That cost is the first casualty...
You have likely watched the value of your 401(k) account roller coaster ride over the last few weeks. Most individual investors don’t pay any attention to their 401(k) accounts. They realize their lack the knowledge and experience. With stock and bond market...
The default menu of mutual fund options in your 401(k) account can be intimidating. You did not pick the mutual funds. Your company did not pick the mutual funds. They approved the mutual fund menu recommended to them by a consultant. You have to “make lemonade out of...
Life is full of blind spots. Both personal and professional. With family and friends. In good times and tough times. There is a blind spot in your 401(k) for sure. I can make that statement with confidence. I have been finding 401(k) blind spots for investment advice...
The specialization in the business world today is everywhere. High level skill does not transfer between professionals these days. No one can be an expert in all areas of their business and personal life. A good lawyer, a capable tax advisor, and an insurance...