It’s Time to Spring Clean Your 401(k)

It is supposed to be spring. I know that is because I saw the note stating Spring Equinox on my desk calendar on March 20th. The weather in most parts of the country has not cooperated with the planned change in seasons. You would not think that warm weather and sunny...

Beware of Your 401(k) Mutual Fund Risk

Over my 30 years as a Minnesota investment advisor, I have sat down in front of hundreds of individual investors. By far, the biggest misconception is the belief that mutual fund managers will protect their mutual fund shareholders from stock and bond market risk....

Escape from Your 401(k)

Many individual Minnesota investors that I meet don’t think very highly of their company 401(k) retirement plan menu. After I review a copy of their company 401(k) retirement plan menu of options, I often share their opinion. There is a way to escape your company...