Do you need a financial advisor for your 401(k)?
Millions of American investors. Have the largest part of their stock and bond market investments in their 401(k). The bad news is the most individual 401(k) investors have no idea “what to buy” on their default retirement plan menu. One mutual fund looks the same as...
A 401(k) investment worth considering
Do you fall into this category of individual 401(k) investor? (I hope you do. Otherwise, this blog post is a complete waste of your reading time). Have you ever wondered if you own the best mutual funds offered on your company’s default 401(k) mutual fund menu? Most...
Loss Aversion can save your 401(k)
One of the things I enjoy the most about my business. I make time to read the great investment management books of our time. These books include economics, behavior, and investment management strategy. I am a huge fan of the work of psychologist Daniel Kahneman. His...
Where is your 401(k) stock market risk?
I sat down earlier this week with an individual company 401(k) participant. Male, 59 years old, current 401(k) account value over $1.2 million. After the usual chit chat ended, I asked about his 401(k) investment management objectives. A strategy for the preservation...
