I love the U.S. stock markets. Over the last 34 years, the long-term upward growth of the popular stock market averages has made my individual company 401(k) retirement plan participant clients a lot of money. The stock markets go up most of the time. But you have a...
Here is a link to a great article at marketwatch.com that provides updated 2016 investment performance numbers for all categories of mutual funds. Equity mutual fund managers in 10 out 11 equity categories tracked by Morningstar trailed their 2016 investment...
My desk calendar stated that it was the first day of Spring on March 20th. In Minnesota, Spring means spring cleaning. And spring cleaning means yard sales. This Spring there is much more cleaning to be done than just closets and garages. There is very likely some...
One day last week, I was driving downtown for a meeting with an individual company 401(k) advice client. I suddenly had to stop at a stop light on the edge of downtown. I mindlessly looked around as I usually do at a stop light. I suddenly noticed that the car at the...
It is always a big deal from me when I get asked to contribute to a nationally recognized personal financial advice web site. Here is an article that I contributed to this morning at bottomlineinc.com. The title of the article is “Power Up Your 401(k).” Surprises...