The first objective of company 401(k) retirement plan account participation is to make enough contributions in order to get the “free money” company matching feature each year. The second objective is to grow the value of your company-matching contributions and...
By now, your favorite NFL team has started their season. College and high school teams are weeks away from playing. Fall is in the air and football is top-of-mind for even casual football fans now. A basic knowledge of football can provide a very important company...
I opened my first investment advice account for an individual company 401(k) investor in 1999. Since that time, I have learned the two main elements that make for a successful long-term company 401(k) investment management strategy. The first element is intelligence....
That’s the question all company 401(k) retirement plan investors were asking themselves over the long Labor Day weekend. After cruising for the past five months, the stock markets screeched to a halt on Thursday, September 3rd. The Dow dropped over 800 points, and the...
The S&P 500 index mutual fund offered on your default company 401(k) retirement plan menu has long been one of your best investment options. Even the worst company 401(k) retirement plan menus offer an S&P 500 index fund option. This fund option is as common...
How many asset allocation articles have you read in the financial media over your working career? Probably even more than articles promoting the endless benefits of “diversification.” My good friends at The Sherman Sheet hosted a webinar last week. They shared a slide...