In a 401(k) world of glossy brochures and polished pitches.
One virtue remains underused.
Honesty.
About your 401(k) mutual funds.
How much do those funds cost every year?
How does the investment performance rank versus other mutual fund options?
How can I find the stocks owned in my 401(k) mutual funds?
That level of 401(k) mutual fund disclosure would be revolutionary.
Will never happen.
Because it has never happened before and is not a legal requirement.
Is it too much to ask for help with the “what should I buy” 401(k) question.
I don’t think so.
As an independent 401(k) investment advisor, I don’t have the luxury of spin.
I have to provide honest, transparent 401(k) mutual fund analysis.
Each 401(k) mutual fund option ranked.
Beginning with annual expenses and investment performance.
And a list of the top ten stock holdings in each mutual fund.
Because without this honesty, I don’t have a business.
My clients deserve 401(k) mutual fund clarity.
Consistent, reliable, and a fiduciary level of mutual fund analysis.
Hard mutual fund questions answered.
With nothing to sell.
Interested in this same information on your 401(k) mutual funds?
P.S. The hard truth about your 401(k) mutual funds might surprise you.
