Get Your 401(k) Risk Right

Most Minnesota company retirement plan participants are a little bit familiar with the investment management concept of asset allocation.  Their familiarity comes not from study or experience.  Company retirement plan participants have heard about asset allocation...

Summer 401(k) Camp

Remember going away to summer camp as a kid? Growing up as I did in Minnesota, my parents and I looked forward to summer camp every year. My summer camps always involved sports.  I went to basketball camp in my grade school years and football camp in my high school...

Ask for 401(k) Advice Now

The anticipated U.S. economic and stock market recovery has not shown up yet.  Housing, jobs, and economic growth were all supposed to have rebounded by now.  Even the casual economic and stock market observers know that none of these basic economic conditions have...

401(k) Investing Should be Easy

The investment decisions that need to be made periodically in your Minnesota company 401(k) retirement plan should be easy to make.  That statement is much different than the reality for most company retirement plan participants. Most individual company retirement...

Facebook Will Not Save Your 401(k)

I wrote this article on May 18, 2012 for my Golden Valley Patch Blog. As a Registered Investment Advisor, and a fiduciary, it is always my duty to remind my clients of the risks involved in the purchase of any investment opportunity. There are both good and bad...

Get a 401(k) Tune Up

Everyone gets to a point with the care and maintenance of their car when they have to spend the time and the money to get a tune up.  This is especially true in the summer months because both the traffic and the temperature make for greater wear-and-tear on the family...