My Dad Taught Me the Truth About Sales

My Dad Taught Me the Truth About Sales

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...
Your 401(k) Frustrations

Your 401(k) Frustrations

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 Spring 2025. Open your 401(k) brokerage window.

It’s Spring 2025. Open your 401(k) brokerage window.

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...