Last week, one of my long-time individual company 401(k) advice clients invited me to meet. This kind of spur-of-the-moment meeting had never taken place before with this client. She has no time for personal meeting during her business day. Our relationship has always...
In a very famous Aesop fable, we are introduced to the ant and the grasshopper. The decisions that they make about how they manage their lives affect their future. The last eight-plus years of stock market advance has turned many individual company 401(k) retirement...
Last week the Society for Human Resource Management published a very informative article authored by Joanne Sammer. The title of the article is, “Do 401(k) Managed Accounts Live Up to All the Hype?” Most individual company 401(k) retirement plan participants that I...
Even casual professional golf fans know that the PGA Championship begins this Thursday at Quail Hollow Club in Charlotte, NC. Let me us this great annual sporting event as an example of how to improve the mutual fund picks that you make in your company 401(k)...
Last week on the U.S. News web site, there was a very insightful article by Rebecca Lake about the inherent problems with risk tolerance questionnaires. Here is a link to her article on “How Risk Tolerance Questionnaires Can Steer You Wrong.” I completely agree with...
Earlier this month, Jason Zweig wrote a very informative article on the dangers of company stock in a company 401(k) retirement plan account. You can find a link to the article here. I have met with many individual company 401(k) retirement plan participants who own...
