Everyone has an area of their life that includes a set of blatantly obvious facts that are not oblivious to them. These are called blind spots. You either choose to “don’t care” or “don’t have time” to be bothered. The periodic investment management decisions required...
No more masks! At least where I live, work, and shop. But that is not even the best news lately. Your company 401(k) retirement plan account has been on an historic run. For over a decade, your retirement nest egg has ridden along with the stock market to all-time...
Last week, I was referred by a long time individual 401(k) investment advice client. He is an attorney, and referred me to a younger attorney in the same department at his law firm. As I always do, I did a social media search on the young attorney. Decent undergrad...
It’s Spring. The weather is warm. And the masks are slowly fading away. It’s time to take a more open-minded and unconventional approach to your company 401(k) investment management strategy. There is an easy option available to avoid the poor mutual fund options that...
Admit it. You hate watching your company 401(k) retirement plan account. Based on my 22-plus year of providing investment advice to retirement plan participants on their default 401(k) mutual fund menus, I have a great deal of confidence in the following three...
The financial media offers some of the cleverest advertisements. The problem is the majority of investment products promoted are not available on your company 401(k) retirement plan menu. What good is a Morningstar 5 Star Rated mutual fund if you can’t own it in your...
