It is hard to stay focused on personal financial issues during the all-too-short Minnesota summer. It has been especially difficult this summer. The wet, and now cooler, summer weather has been a disappointment. Fidelity Investments published a study earlier this...
The title sounds like that old joke about what comes first; the chicken or the egg? I have been going through this dilemma myself over the last few years. I have one son in a New Jersey prep school this fall. He will be in college the following year. Right behind him...
Most Minnesota stock market investors think that the stock markets will rise forever. You can’t really blame them. There has not been a meaningful stock market crash for almost six years. Since 1929, there has been a stock market crash every 3.4 years. Human nature...
It is that time of year again. You may have already received the e-mail from Human Resources or your Minnesota company 401(k) retirement plan provider. Your company 401(k) retirement plan sponsor is legally obligated to annually review the mutual fund options in your...
Investing is complicated. It is hard to find a trusted source for logical and organized financial advice specific to your individual situation. Your Minnesota company 401(k) retirement plan is a confusing mess of hidden costs and self interested parties. Take the time...
I have been an investment advisor for over 30 years. I see really smart people do really dumb things in their company 401(k) retirement plan account. Here are the top five biggest mistakes that I have seen Minnesota investors make. First, individual company 401(k)...
