Willing to listen to a new 401(k) idea?

Willing to listen to a new 401(k) idea?

I am blessed to collaborate with great individual 401(k) advice clients. They are even-tempered, fact-driven people. Who can listen to reason. And are not afraid to admit they “don’t know what they don’t know.” That has not always been true. With many of my 401(k)...
401(k) investing needs to manage risk

401(k) investing needs to manage risk

You should hold as much of your 401(k) as you can in stocks. Because stocks always provide better investment returns over the long run. Always better than other investments alternatives. Bonds, international stocks, or the money market. Stocks beat them all over the...
It’s not too late in your 401(k)

It’s not too late in your 401(k)

It’s too late for you to worry about the most common 401(k) investment management regret. You know the one I am talking about. “What do I buy?” The good news is that that stock market has “bailed you out” over the last few quarters. Provided you with the gift of a...
I bet you think your 401(k) is O.K.

I bet you think your 401(k) is O.K.

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...