Successful long-term 401(k) investing is not that hard. Despite what you read or skim over in the financial media. Consider the source of my statement. I will soon pass 40 years as an investment advisor. Over 25 years providing investment advice to individual 401(k)...
One of the Wall Street wisdom’s that I remember from my younger days is, “they are always fighting the last battle.” This adage is a stark reminder. Adjust investment management decisions to reflect the current stock and bond market environments. You cannot do...
Just as sure as night follows day, the Wall Street economists can’t react fast enough to the current U.S. Treasury inverted yield curve. Anyone who studies the economy for a living can’t resist the opportunity to predict the next great recession. An inverted yield...
Bloomberg had an excellent article in late July on the inherent conflict of interest built into many robo-advice offerings. Here is a link to the article. It will be just a matter of time before the bank company retirement plan providers roll out these robo-advisor...
In a very famous Aesop fable, we are introduced to the ant and the grasshopper. The decisions that they make about how they manage their lives affect their future. The last eight-plus years of stock market advance has turned many individual company 401(k) retirement...