Lagging Up, Leading Down: The Hidden Risk in Your 401(k)
Your 401(k) deserves more than blind faith. If you’re like most investors, your 401(k) mutual funds are riding high.Thanks to record-breaking stock markets.And the historic AI wave. But here’s the uncomfortable truth: The same 401(k) mutual funds that lagged on...
Most individual 401(k) investors don’t need more information.They need someone who’s paying attention on their behalf. I provide investment advice to individual 401(k) investors.Who want more than a quarterly statement and a hope-for-the-best strategy.I build...
AI Can’t Replace Individual 401(k) Investment Advice
In the investment advice world, artificial intelligence (AI) is on fire.Advertised to revolutionize how investment advisors work with clients. But what about individual 401(k) investors? Let’s fact the facts. AI can’t replace an investment advisor.In an authentic,...
Be Honest About Your 401(k)
Most individual 401(k) investors are guessing. Their 401(k)’s grow. But not as much as they should grow. Asset Allocation, Diversification, Rebalancing, Dollar Cost Averaging.Who has the time? And that’s not the worst part… They’re losing out on tens of thousands of...
