I always remind my Minnesota stock market investor clients of something that they read all the time. Most company 401(k) retirement plan participants never take the time to understand what they read. The phrase “past performance is no guarantee of future results” can...
Every financial services company commercial, brochure, and web site tells you that it is always a great day to be 100% invested in the stock market. Buy-and-Hold pie chart based computer-generated models based on the Modern Portfolio Theory of investment management...
It is that time of year again. Even people who don’t really enjoy golf are going to play over the next few summer months. Some people play golf because they love to; other people play golf because they have to. The same tools that improve your golf game can also make...
A neglected company 401(k) retirement plan account begins to look like your cluttered closet or garage at home. Is your 401(k) a random collection of mutual funds that you can’t remember why you bought in the first place? That same can be said for the old company...
How many times have you almost bumped into a person walking towards you who had their head down on their cell phone? The reason was that you had your head down looking at your cell phone as well. With the access to more financial news information that we could ever...
Many of my current clients enjoy reading content intended for investment advice professionals. They have told me that the articles provide them a much better idea of how investment advisors think and how they run their investment advisory businesses. Below is a link...
