I have asked the same company 401(k) retirement plan investment management question for both clients and prospects over the last several months. The historic investment returns of 2017 require each individual investor to give at least a passing thought to their...
Dear 401(k), I know that I have neglected you lately. The truth is, I have not even found the time to look over my 2016 year-end account statement. Remember that you were one of my 2017 New Year’s resolutions? I promised that I would pay more attention to you going...
The annual New Year’s Resolution Survey was released recently by Allianz Life. The results were as expected. Stress and anxiety regarding personal finances top the list of individual investor concerns. One surprise in the survey results revealed that more individual...
