Most Minnesota company retirement plan participants don’t fully understand the different parts of their company 401(k) retirement plan account. Here is a brief summary of how the different parts of a company 401(k) retirement plan account fit together. Your company is...
Numerous academic and financial industry studies have proven Relative Strength to be one of the premier investment management strategies available today. Another name for a Relative Strength strategy is Momentum. Relative Strength is focused on owning securities that...
Below is the link to my latest contribution article to my friends at insurancenews.net. Willie Sutton Would Have Been A Great 401(k) Advice Marketer Special thanks there to Susan Rupe, the Managing Editor. I know that if I can get an idea to her that is close to the...
I have analyzed the default menu of mutual fund options in dozens of Minnesota company 401(k) retirement plans. I can make the following statement with a high level of confidence and professional experience. Target date mutual funds scare me. Recent articles tell me...
When it comes to managing your company 401(k) retirement plan account, there are only three investment management strategy options. First, you can ignore the trend. This is the preferred investment management strategy for the vast majority of individual company 401(k)...
Over the years, I have sat in front of dozens of Minnesota individual investors. Far too often, their experience with investment advice professionals falls into the same three categories. First, there are the investment advisors who are more interested in providing...
