I will not bore you with the intimate details. You did not have the time to read all the academic studies on individual investor behavioral over the last few years. The conclusions are the same. The majority of individual company 401(k) retirement plan participants...
Each spring I remind my clients. This year, I wanted to provide this same information to readers of this blog space. Now is a good time to make sure that you have updated your beneficiaries. Your beneficiaries are the people in your life who are eligible to receive...
I have provided investment advice to individual Minnesota company 401(k) retirement plan participant for over 15 years. I find room for all three types of company 401(k) retirement plan fund options. First, I use index mutual funds. These mutual funds replicate the...
The U.S. stock markets are now at a major crossroads. There are a group of experts that think that the current stock market weakness is temporary. They believe that the next great stock market move is to continue higher. There are another group of experts who think...
“Everyone has a plan until they get punched in the mouth.” Mike Tyson, former heavyweight boxing champion I would bet you that Mike Tyson is not much of an investment manager. Like me, I am sure that you have read multiple stories over the years about how he has...
I would like to remind everyone that the month of April is Financial Literacy Month. There is a nonprofit organization called Money Management International that has set up a web site with Thirty Steps to Financial Wellness. There is some great financial information...
