I am Going to Miss You on Sunday, Mom

Hi Mom, I have been thinking about you a lot lately.  I know that I will feel better after I write this letter to you. I wish that you could be here to see my kids grow up. I see so much of you in each of them.  The things that you taught me growing up I have tried to...

The Seven Dwarfs of Your 401(k) Plan

I was shopping at Target yesterday. As confused as I always am when I shop, I took a detour through the kid’s videos aisle. To my amazement, I saw the same video that I bought for my kids years and years ago.  That video was the Disney classic “Snow White and the...

Gallup Says We Love Minnesota

In my morning reading, I came across a great article published yesterday on the Gallup Economy web site.  I thought I would pass the link to the article along to the readers of the Minnesota patch.com web sites. A link to the article can be found here. Our great state...

4 Tips to Make Better 401(k) Decisions

Let’s get right to the list. No one has the time to consistently manage their Minnesota company 401(k) retirement plan account.  Below are the four most important things to focus on. Limit your investment choices.  You don’t have time to become an expert in all the...

Rebalancing Does Not Provide Safety

Lately, the financial media lately is full of articles with reminders of the August 2008 to March 2009 great stock market crash. Stock market highs tend to bring out these historical reminders. Mutual fund and money managers are frequently quoted in these articles....