Somebody sold something to somebody else. That is how your company 401(k) was established. A large financial services provider like Fidelity, Schwab, or Empower. Provide a default menu of mutual funds you never heard of before. And you get to figure out how to protect...
If you enjoy the on-hold music when you call your 401(k) provider, this blog post is not for you. Are you taking full advantage of the latest and greatest 401(k) investment advice tools? What if you spent as much time planning your next post-COVID 19 vacation as you...
Last week, I was referred by a long time individual 401(k) investment advice client. He is an attorney, and referred me to a younger attorney in the same department at his law firm. As I always do, I did a social media search on the young attorney. Decent undergrad...
There are only a handful of investment management decisions you have to get right in order to both preserve and grow your company 401(k) retirement plan account. In that handful, is the age-old question of “what to buy.” The financial media spends a lot of time and...
Robo-advisors provide financial advice or investment management online with moderate to minimal human intervention. They provide digital financial advice based on mathematical rules or algorithms. In the last few years, these algorithms have invaded company 401(k)...