There is a situation going on in many company 401(k) retirement plans today that has reminded me of saying that my Grandfather taught me many, many years ago. When he saw a situation that was a clear conflict of interest he would say, “That is like the fox guarding...
For the last several years, most individual company 401(k) retirement plan participants have kept their accounts on cruise control. I don’t think that is going to remain the best investment management strategy over the next few weeks. On Thursday, March 1, President...
If you have an IRA or a Minnesota company 401(k), you should be aware of the new U.S. Department of Labor’s (DOL) fiduciary rule that goes into effect this Friday, June 9, 2017. This new rule establishes a higher standard of care for any investment advisor who...
Below is a link to my latest article on the ThinkAdvisor.com web site. How to Fill in the 401(k) Results Gap ThinkAdvisor is an investment advisor community web site. I post this link on my company web site on purpose. Individual investors may have an interest in the...
Some people have real world experience. Other people devote years and years to study. Whatever the route taken everyone is an expert on something. My experience and my study have been devoted to providing investment advice to individual Minnesota company 401(k)...
I don’t usually blog about links to other articles. I think that the article linked below is worth your reading time. I came across this article in my daily reading yesterday. The name of the article is “Meet Your New Financial Advisor (Hint He’s Your Boss). I was...
