Earlier this month, Jason Zweig wrote a very informative article on the dangers of company stock in a company 401(k) retirement plan account. You can find a link to the article here. I have met with many individual company 401(k) retirement plan participants who own...
Everyone wants the auto mechanic who is willing to say, “We’ll keep an eye on this, but I don’t recommend you replace this part on your car right now. Why spend money when you don’t absolutely have to?” No one wants a mechanic who is always trying to urge you into...
Last week, the New York Times published an article about how Silicon Valley has pushed their agenda for teaching computer coding in U.S. schools. The chief executive of Apple, Timothy D. Cook, told President Trump that, “Coding should be a requirement in every public...
In my weekly blog posts, I answer common questions and concerns that I hear from my individual company 401(k) investment advice clients. This blog post is very different. Today I write about a personal experience in my own investment accounts. In mid-May, I closed on...
In my weekend reading, I saw a news feed from the 401kSpecialist web site that summarized a new company 401(k) study. Here is a link to the article. The study from Phoenix Marketing International revealed that over 40 percent of company 401(k) retirement plan...
As of last week, the S&P 500 index is up around 9% so far this year. I would be willing to bet that most of the mutual funds that you currently own in your company 401(k) retirement plan account are up much less. Just a few U.S. stocks have accounted for almost...