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A Power of Attorney Isn’t Always Powerful

by Ric Lager | Aug 25, 2014 | 401k Advice, Blog, Educational

An article published in the New York Times describes why a Power of Attorney isn’t as powerful as some people think. The information hit home for me since I’m the Power of Attorney for two of my family members: My 90-year-old uncle and my 86-year-old dad. Over the...

Poll: American investors don’t fully understand the stock market

by Ric Lager | Aug 22, 2014 | 401k Advice, Blog, Educational

A new Gallup poll suggests that only 10 percent of America’s investors truly understand the power of the stock market. Results from the Wells Fargo/Gallup Investor and Retirement Optimism Index survey, which was conducted in June and July, show that only 11 percent of...

Report: Small business owners neglect retirement plans

by Ric Lager | Aug 20, 2014 | 401k Advice, Blog, Educational

A survey conducted by CNBC in conjunction with the Financial Planning Association recently revealed that American small business owners aren’t saving enough for retirement. Information was collected from nearly 200 financial advisors who work with small businesses...

3 Things About Your Stock Market Mutual Funds

by Ric Lager | Aug 12, 2014 | 401k Advice, Blog, Educational

Here is a list of three very important things to think about in regard to your current stock market mutual fund holdings. First, the stock market mutual fund investment management message is always the same. It is always a great day to invest in the stock market. If...

You Don’t Have the Time to Buy-and-Hold

by Ric Lager | Aug 8, 2014 | 401k Advice, Blog, Educational

If you have had time to read the recent stock market headlines, you no doubt have seen the all-time hit list of financial service industry jargon. This phenomena takes place every time the stock market trades at new high levels. The stock market correct that follows...
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