You have likely watched the value of your 401(k) account roller coaster ride over the last few weeks. Most individual investors don’t pay any attention to their 401(k) accounts. They realize their lack the knowledge and experience. With stock and bond market...
What are the most important questions to ask a 401(k) investment advisor? I mean an investment advisor you choose to improve your 401(k) mutual fund decisions. Most financial services provider polls state the same results. Individual investors would like investment...
Most investment advisors can’t resist. Even the ones with the fancy letters after their name on their web sites and business cards. These advisors want to be a jack-of-all-trades. They will tell new investment advisor prospects they can provide all financial services...
Last week, I was interviewed by a top law firm consulting group. The firm was interested in my over 21 years of experience providing retirement plan investment advice to legal professional clients. The dialogue of the interview reminded me of a common concern voiced...
Most individual company 401(k) retirement plan investors are confused by the pending fiduciary investment advice new role of independent investment advisors. Independent, third-party investment advisors can provide investment advice to individual company 401(k)...
