By a very wide margin, “buy-and-hold” is the most popular individual company 401(k) retirement plan participant investment management strategy. However, you need to be made completely aware of the fact that there are two different styles of the buy-and-hold strategy....
Some of the best investment management lessons that I have ever learned have come from watching other individual investors make mistakes. I am fortunate once in a while to be able to pass on these lessons. I had a Minnesota client many years ago who was one of the...
It was reported by Paul Merriman at MarketWatch last week that Boeing employees left $98 million on the table in 2013. The reason is that Boeing employees did not take full advantage of the company 401(k) match funds contributions. The article quotes a Harris Poll for...
I recently found an article that perfectly matches my experience advising individual Minnesota company 401(k) retirement plan participants. Many of my long-time clients have referred me to their adult children. A recent article in The Fiscal Times outlines the 401(k)...
An article published in Forbes by John Wasik includes a good summary of the primary sources of investment information for individual company 401(k) retirement plan participants. In addition to listing the pros and cons of each type of investment, the article provides...
