Most individual 401(k) investors don’t need more information.
They need someone who’s paying attention on their behalf.
I provide investment advice to individual 401(k) investors.
Who want more than a quarterly statement and a hope-for-the-best strategy.
I build long-term relationships grounded in accountability, clarity, and calm.
I know very well the value I bring to the client relationship.
Here’s a list of benefits that are not obvious.
I am good at nagging.
Reminding my clients to make recommended 401(k) mutual fund changes.
Staying on top of my clients to allocate their 401(k) in a timely manner.
My 401(k) advice clients know I am in charge.
They don’t need to pay attention to daily stock market changes.
If something in their 401(k) needs attention, they know I will tell them.
My 401(k) advice clients have someone to blame.
I accept complete responsibility for their 401(k) mutual fund picks.
As a fiduciary, I stand behind my mutual fund advice.
My 401(k) advice clients can call me in a stock market emergency.
I would never pass as a psychologist.
But I know many of the tricks of their trade.
When my 401(k) advice clients get upset, I talk them off the ledge.
When they want to sell everything and put their 401(k) in the money market.
I listen, show them the facts, answer their questions and concerns.
I talk my 401(k) advice clients out of bad ideas.
Cryptocurrency in their 401(k)?
About as much chance as a Private Equity investment.
Don’t continue to hold on to bad 401(k) mutual fund advice.
Distance yourself from the worst mutual funds on your default 401(k) menu.
Are you tired of 401(k) mutual fund roulette?
P.S. Most 401(k) investors lack a clear mutual fund selection system.
