Here is a great summer investment management analogy. I worked hard on this one. Imagine you are alone in a sailboat on the water. How would you determine where you want to go? You cannot control which way the wind blows. But you can control how you respond to it. So,...
The last few years the growth of your company 401(k) account has been a straight line in the upward direction. The “buy-and-hold” investment management strategy has really paid off well. Your company 401(k) mutual fund picks continue to rise in value. Let me be the...
Up to this point in 2021, the stock markets have put most company 401(k) investors in a winning position. The Dow, S&P 500, and NASDAQ all hit record-highs, and then kept climbing. It was only about two months ago that the Dow hit 35,000 for the first...
Here is a great summer investment management analogy. I worked very hard on this one. Imagine you are alone in a sailboat on the water. How would you determine where you want to go? Obviously, you can’t control which way the wind blows. But you can control how you...
There are many really smart people from all over the world trying to make money in the U.S. stock markets. No single company or group of investors has a huge advantage over any single company 401(k) retirement plan investor. The most important company 401(k)...
