I take a great deal of pride in the fact that I can easily explain the main parts of the stock market risk management process I provide to my individual company 401(k) investment advice clients. Gone are the days of fancy three-color marketing brochures. I could not...
After a one-year absence, the NCAA men’s basketball tournament is back. On Sunday the NCAA selection committee announced the field for the 2021 NCAA men’s basketball tournament. Ready or not, “March Madness” has begun. The tournament includes 68 teams that will...
The temperature hit 60 degrees in Minneapolis yesterday. That fact is all I need to declare Spring in the “Land of 10,00 Lakes.” Minnesota actually has 11,842 lakes of 10 acres or more, but that will be the subject of a future blog post. Spring has always...
What could be better for your time-management and peace of mind than an independent, third-party, fiduciary-level investment advisor providing professional advisory management to your specific company 401(k) retirement plan mutual fund menu? This 401(k) investment...
Cognitive Dissonance NOUN: the state of having inconsistent thoughts, beliefs, or attitudes, especially as relating to behavioral decisions and attitude change. I never got past Pyschology 101 at the University of Minnesota. In fact, I never got past many introductory...
Earlier this month, I celebrated my 63rd birthday. My birthday reminded me to take the time to reconsider the amount of stock market risk in all my client’s 401(k) accounts. Based on the current U.S. stock market price levels, the principal risk for any company 401(k)...
