Ric Lager, Author at Lager & Company, Inc.

Can you own ETF’s in your company 401(k)?

by Ric Lager | Sep 12, 2017 | 401k Advice, Blog, Educational

Last month, Reuters published an informative article on the tremendous growth of exchange trade funds. The author, Beth Pinsker, asked the same question that I run into several times a month from individual company 401(k) retirement plan investment advice prospects....

Can you take constructive criticism on your 401(k)?

by Ric Lager | Sep 6, 2017 | 401k Advice, Blog, Educational

Weekly, I go through the following process with multiple individual company 401(k) retirement plan investment advice prospects. I review the default company 401(k) retirement plan menu mutual fund options. I then rank these mutual funds on investment performance and...

A Fiduciary Level of Individual Company 401(k) Retirement Plan Investment Advice is Long Overdue

by Ric Lager | Aug 31, 2017 | 401k Advice, Blog, Educational

It’s always easy in my blog posts to cherry pick recent financial media articles that reinforcement the same opinions that I share with the author. I am guilty as charged here. Nevertheless, a recent article by Joe Venti and Andy Green at MarketWatch compel me to...

Nice Gesture from a Busy 401(k) Advice Client

by Ric Lager | Aug 29, 2017 | 401k Advice, Blog, Educational

Last week, one of my long-time individual company 401(k) advice clients invited me to meet. This kind of spur-of-the-moment meeting had never taken place before with this client. She has no time for personal meeting during her business day. Our relationship has always...

Are you the Ant or the Grasshopper with your 401(k)?

by Ric Lager | Aug 22, 2017 | 401k Advice, Blog, Educational

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...

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Can you own ETF’s in your company 401(k)?

Can you take constructive criticism on your 401(k)?

A Fiduciary Level of Individual Company 401(k) Retirement Plan Investment Advice is Long Overdue

Nice Gesture from a Busy 401(k) Advice Client

Are you the Ant or the Grasshopper with your 401(k)?

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