This Father’s Day 2025, I am again reminded of my Dad.And the greatest business lesson he taught me. This lesson is the main reason that I have survived.Over 42 years in the investment advice business.Currently as an individual 401(k) investment advisor. My Dad was a...
Negative conversations are always tough.Self-reflection on your 401(k) mutual fund picks is even worse. If your 401(k) has had a rough last few months, it’s for a reason.Your company 401(k) mutual fund menu might be the problem. Remember: Your company was “sold” your...
Most individual 401(k) participants I talk to are frustrated now. If you want to preserve your 401(k) principal now, you need to do this: Solve your 401(k) problem.The same one you very likely don’t know you have.What exactly is that 401(k) problem?You own the wrong...
It’s Time to Spring Clean Your 401(k) We are now past Memorial Day.Even if your local weather has not yet cooperated.Warmer weather and sunny days are ahead. Here’s a friendly Spring reminder.Of your annual obligation to clean out your closet and your garage. No...
Spring is here! Does it feel like spring to you?Depending on where you live.I hope your winter did not overstay its welcome. Amazing each Spring.How a little sunshine and warm breeze.Can change your outlook on life. Spring is the time for new beginnings.Spring is the...