I am the father of two Gen Z’s. Many of their college roommates, teammates, and friends are now in my 401(k) advice client base. Both of my kids have confirmed the results I read of a Qualtrics study on behalf of Credit Karma. The study found that that 52% of Gen...
Admit it. You hate watching your 401(k) retirement plan account. Especially the last few months. I make that bold statement based on my 24-plus years of providing 401(k) investment advice. That advice includes the important, “what to buy?” question. Lately, the even...
The calls and e-mail began to arrive earlier in March. All with the same two 401(k) investment management concerns. “When do we sell? I don’t want to lose the last several years of my stock and bond market gains.” Worrying about catastrophic stock and bond market...
Today’s stock and bond market climate is unusual. Both volatile. With an added touch of out of control inflation. A “buy-and-hold” or “set-it-and-forget-it” 401(k) investment management strategy no longer applies. In fact, it is dangerous to your 401(k)...
It is that time of year again. More proof of a post-pandemic “back to normal.” The NCAA men’s basketball tournament is back. On Sunday, March 12th, the NCAA selection committee will announce the field. For the 2023 NCAA Men’s Basketball tournament. Ready or not,...
