Life is full of blind spots. Both personal and professional. With family and friends. In good times and tough times. There is a blind spot in your 401(k) for sure. I can make that statement with confidence. I have been finding 401(k) blind spots for investment advice...
Successful long-term 401(k) investing is not that hard. Despite what you read or skim over in the financial media. Consider the source of my statement. I will soon pass 40 years as an investment advisor. Over 25 years providing investment advice to individual 401(k)...
Generations of investment advisors have lived off of the “401(k) rollover” life event. For corporate employees, retirement is inevitable. Along with it, the 401(k) rollover. Barring the sale of a home. The biggest piece of stock and bond investment money they would...
Happy New Year! Late, but better than nothing. As a 401(k) investment advisor this is one of my favorite times of the year. Many individual 401(k) participants are recommitting themselves in the new year. To pay more attention to their most important retirement...
Millions of American investors. Have the largest part of their stock and bond market investments in their 401(k). The bad news is the most individual 401(k) investors have no idea “what to buy” on their default retirement plan menu. One mutual fund looks the same as...