Who is your 401(k) mechanic?

Everyone wants the auto mechanic who is willing to say, “We’ll keep an eye on this, but I don’t recommend you replace this part on your car right now. Why spend money when you don’t absolutely have to?” No one wants a mechanic who is always trying to urge you into...
Is Your 401(k) Safe from Fraud?

Is Your 401(k) Safe from Fraud?

In my weekly blog posts, I answer common questions and concerns that I hear from my individual company 401(k) investment advice clients. This blog post is very different. Today I write about a personal experience in my own investment accounts. In mid-May, I closed on...

A love letter to your 401(k)

Dear 401(k), I know that I have neglected you lately. The truth is, I have not even found the time to look over my 2016 year-end account statement. Remember that you were one of my 2017 New Year’s resolutions? I promised that I would pay more attention to you going...