A random idea: 401(k) advice.

A random idea: 401(k) advice.

by | Jan 17, 2024 | 401k Advice, Blog, Educational

How do you react when someone you don’t know very well presents a completely random and spontaneous idea to you? It may be a great idea. One that will benefit your personal and financial future. Few 401(k) participants I approach agree on their need for investment...
Your 401(k) is too complex

Your 401(k) is too complex

by | Jul 12, 2023 | 401k Advice, Blog, Educational

When it comes to 401(k) investing, it is always best to keep it simple. That is my main message to all individual 401(k) investors. Mutual funds should make life simple. Many popular 401(k) mutual funds were founded in the 1920’s and 1930’s. For smaller investors who...

How to save your 401(k) in 2023

by | Jan 4, 2023 | 401k Advice, Blog, Educational

I have been providing investment advice to 401(k) investors for over 36 years. I know the most important investment management function I provide for my clients. The economic, interest rate, and stock market risk levels changed over the last few months. My 401(k)...

401(k) resignation letter

by | Jul 27, 2022 | 401k Advice, Blog, Educational

Dear (name of company) 401(k), This letter is to notify you of my resignation. From further participation in future 401(k) principal losses. I took the time to review my June 30, 2022, quarterly 401(k) account statement. I cannot take it anymore. Mentally,...