Relative Strength: A great 2021 New Year’s Resolution in your 401(k)
At the core of my investment advisory work with individual company 401(k) retirement plan participants lies the concept of Relative Strength. My primary investment management objective is to advise my client to remain invested in the handful of mutual fund options...
Switch your 401(k) investment strategy in 2021
Investing money in your company 401(k) account is designed to build your retirement nest egg wealth. But it is not as easy as sending your payroll and company-matching deductions away with no attention paid to your annual costs and investment results. Each company...2020-year end 401(k) concerns
The end of the calendar year is often a time of self-reflection in the investment advice business. The end of the fateful year of 2020 makes any amount of personal time and self-reflection even more important. This relentless U.S. stock markets rally has carried all...Are you fighting the last battle in your 401(k)?
One of the many Wall Street wisdom’s I remember from my younger days is the comment about, “Generals always fight the last war.” This adage is a stark reminder of adjusting your investment management decisions to reflect the current stock and bond market environments....
