I would be the first one to admit that summer to-do lists are endless. Very difficult choices have to be made on a weekly basis. Family, friend, and work obligations multiply in the summer. Most individual investors don’t spend a great deal of time watching their...
“The stock does not know that you own it.” Reminiscences of a Stock Operator Jesse Lefevre, 1923 The above quotation is one of the most profitable words of investment advice that you could ever read. The logic and truth behind this investment management concept is...
There are many really smart people from all over the world trying to make money in the U.S. stock markets. No single company or group of investors has a huge advantage over any single company 401(k) retirement plan investor. The most important company 401(k)...
“The essence of investment management is the management of risk, not the management of returns.” Benjamin Graham “The Dean of Wall Street” The job of your company 401(k) retirement plan mutual fund manager is two-fold. First, the mutual fund is...
Your current company 401(k) retirement plan account is certainly near all-time highs. There are several key factors involved in these record high levels. Previous personal annual contributions and company-matching contributions have been added to a rising stock market...
Your company hires outside experienced and qualified experts in order to offer a fixed menu of mutual funds to retirement plan participants. Much care and detail are involved to design a retirement plan menu that prevents participants from making a catastrophic...
