How many “remain calm” financial services articles have you read this week? It happens every time the Dow Jones, S&P 500 and Nasdaq indexes all drop at the same time. Stock market volatility creates another marketing opportunity for the “do nothing” message. The...
Most of my investment advice clients are too busy to watch their 401(k) accounts. That is why they hire me. Most of my clients admit they do not have the experience or sophistication to pick mutual funds. Those clients do not realize that over 70% of NASDAQ stocks...
I know you are busy. I also know that as 2021 comes to an end, you have asked yourself this same question multiple time this year. Be aware that a company 401(k) account is a very dangerous animal to evaluate correctly. For that reason, here are a few things to...
Over the last few weeks, the three main U.S. stock indexes — the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite index have all climbed to record levels. That is great news if you own the mutual funds on your company 401(k) retirement plan menu that...
Most individual company 401(k) retirement plan participants have no idea how the recent price drops in tech stocks like Facebook, Apple, Amazon, Netflix, Google, Microsoft, Alphabet and Tesla have negatively impacted their account values. The quick and severe declines...