Every week I talk with individual 401(k) retirement plan participants. The current work at home environment makes for easy phone calls or video conference. The person who invented the work phone to “rollover” to a personal cell phone. I nominate you for the Nobel...
The mutual fund on your 401(k) retirement plan menu is always listed in alphabetical order. Well, there is a research report a couple of years ago that confirmed that fact. And it found that mutual fund names beginning “early in the alphabet” are more likely to...
The 2017 Quantitative Analysis of Investor Behavior (QAIB) study was published recently. Since 1994, this study measures the effects of the investment decisions that individual investors make to buy, sell, or hold on to their mutual fund investments. Let me save your...
The very last thing that individual investors like to admit is a complete ignorance of their company 401(k) retirement plan account. Struggling to pick winners from a long list of company 401(k) retirement plan mutual fund options is embarrassing. Most individual...
My office phone rang one day last week. On the other end of the line was a woman who is a back door neighbor to a client of mine. The woman had recently sold a business that her late husband had left her. She had several million dollars to invest. The first thing...