If you look hard enough, there is likely an academic study for a topic of interest. I found a great article last week about the problems picking individual company 401(k) mutual funds. A market research firm teamed-up with three university professors to analyze the...
Most times individual investors fall into the same category. They think that managing stock and bond market investments is much more complicated and confusing that it really is. The best investment management advice is often contained in the simplest common-sense...
Last week, I came across another very good article from Morningstar. This great content was authored by Jeffrey Ptak. The title of the article is, “The Active Stock Fund Slump Explained.” As a reminder, there are two main types of mutual funds available on your...
It is always a great learning experience for me to read academic research reports. Every once-in-a-while I find one that confirms the common-sense investment management approach that I have always preached to my individual company 401(k) retirement plan investment...
Every individual investor is guilty of making poor investment choices in their company 401(k) retirement plan account. Investment management problems can happen to everyone. In 2019, there are a few simple steps that can help you better deal with...
It comes as no surprise that individual investors struggled with the investment returns in their company 401(k) retirement plan accounts in 2018. The awareness of the need for company 401(k) investment advice is rising. That is according to a recently published T....