Questions to ask a 401(k) advisor
A fiduciary investment advisor can have a drastic impact on your 401(k). Beginning with your awareness of annual mutual fund expenses. And annual investment performance. An experienced 401(k) advisor can improve your mutual fund picks. And he or she can help you avoid...
It has always been about your 401(k)
Imagine how I feel? A 41-year career as an investment advisor. And I finally figured it out. It’s not about WHAT I know. Or HOW MUCH I know. Or my “Value Proposition.” (The marketing genius who invented that term should be prosecuted). Here’s what my individual 401(k)...
Will your 401(k) stock market gains disappear?
The S&P 500 is on the verge of back-to-back annual 20%-plus gains. Many individual 401(k) investors I talk to are concerned. They know. Stock market gains can disappear quickly. In the study which they first described prospect theory, Daniel Kahneman and Amos...
Tariffs on the horizon. Take 401(k) cover.
I am an individual 401(k) investment advisor. Advising clients in all industries. In all levels of business and economic education and sophistication. There is one thing that my 401(k) advice clients have in common. They’re always thinking about the growth and safety...
