Individual investors are reminded every day about the differences in their lives and the lives of the rich and famous. Private jets, mega-yachts, and private islands abound for those who can afford them. All these perks are on the list of things that the majority of...
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...
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....
This week, employees will be laser focused. The focus is not on their work. Instead, these employees need to fill out their brackets for this year’s NCAA college basketball tournament. The American Gaming Association reported last week that over 40 million Americans...
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...
Company 401(k) plans are a maze of unrecognizable, undecipherable, and confusing mutual fund options. A study last year revealed that most individual investors would rather search for health care options than make investment management decisions in their company...