If you work at a Minnesota company, you need to understand the three main types of mutual funds available in your company 401(k) retirement plan. The three main types of mutual funds are target-date mutual funds, actively managed mutual funds and index mutual funds....
I received an e-mail last week from a Minnesota company 401(k) retirement plan advice client. His company 401(k) retirement plan menu was recently changed. The new menu lists several index mutual fund options. Index mutual funds can be great investments when the broad...
I recently found an article that perfectly matches my experience advising individual Minnesota company 401(k) retirement plan participants. Many of my long-time clients have referred me to their adult children. A recent article in The Fiscal Times outlines the 401(k)...
I read the Barry Ritholtz column in The Washington Post as often as I can. He does a really good job of making complex investment topics easy to understand. His October 25th column on “Find a financial adviser who will put your interests first” is one of his best. A...
A complete understanding of annual company 401(k) fees and expenses is a very important part of your investment management strategy. It is one of the first things I discuss with my individual company 401(k) investment advice prospects. My company 401(k) advice clients...
Buy-and-hold investing is a relevant option for all individual investors. But you have to be very aware of the risk involved in that investment management strategy. The last great stock market decline was from the July of 2008 to March 2009. Many individual company...
