Do you have a plan to preserve your account value now?

To know the 401(k) mutual funds you own now.
To know the stocks you own in the mutual funds.
To know how much stock, and how many bonds, in the mutual funds.

So you can determine EXACTLY your current 401(k) risk level.

Breaking News…

It’s not a time to grow your 401(k) account value.
Politics, tariffs, economy, stock market, interest rates.
All your 401(k) enemies now.

Time for this all-time great Wall Street axiom.
As true today as when it was stated who knows how long ago.

“It’s not what you make, it’s what you keep.”

You either “make” in your 401(k), or you “keep.”
And you can’t decide which time is which time.

It’s time for a change in your 401(k) investment management strategy.
It starts with a second opinion on your 401(k) mutual funds.

Ranked by recent investment performance. (Or lack of performance.)
Stock and bond market risk you are willing to take. Or not take.

Ric Lager

P.S. There are common sense solutions to preserving your 401(k) principal.
       It’s peace of mind when you have 401(k) principal preservation plan.

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