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Jim Rogers scrambles Wall Street’s golden 401(k) diversification egg

by Ric Lager | Dec 20, 2016 | 401k Advice, Blog, Educational

When I read a financial media headline that completely deflates one of Wall Street’s classic investment management fallacies, it gets my attention. Last week, Jim Rogers took the time to “blow up” the investment management foundation block of diversification. Here is...

Minnesota ranked top state for 401(k) financial literacy

by Ric Lager | Dec 19, 2016 | 401k Advice, Blog, Educational

The Center for Financial Literacy at Champlain College has named Minnesota at the top of their Top 10 Best (And Worst) States for 401(k) Financial Literacy. This ranking makes a huge statement about the growing importance of independent investment advice resources for...

Fisher’s 401(k) IQ in the Workplace Quiz

by Ric Lager | Dec 13, 2016 | 401k Advice, Blog, Educational

Last week Fisher Investments published a Fisher’s 401(k) IQ IN THE WORKPLACE QUIZ. The quiz confirms a surprisingly low level of company 401(k) retirement plan knowledge. You may be surprised by your number of correct answers. It has long been the case that most...

Kiplinger list of best 401(k) mutual funds to own

by Ric Lager | Dec 9, 2016 | 401k Advice, Blog, Educational

The author of this Kiplinger article sums up the problem very well. Everywhere you look and listen, the message is to save, save, and save in your company 401(k) retirement plan account. Very little is written and spoken about the best Minnesota company 401(k)...

Another scary 401(k) bond mutual fund article

by Ric Lager | Dec 6, 2016 | 401k Advice, Blog, Educational

It seems that scary bond market articles are popping up all over my daily financial reading sites. I wanted to comment on one of the best ones that I have read lately below. This article is especially frightening. The author provides actual potential percentage loss...

Top Ten 401(k) mutual funds confirms my concerns

by Ric Lager | Nov 29, 2016 | 401k Advice, Blog, Educational

A recent “Top 10 Funds in 401(k)s” article includes recent analysis of mutual fund company market share in U.S. company 401(k) retirement plans by Judy Diamond Associates. There was no surprise on the dominance of the four largest company 401(k) retirement plan mutual...
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