401(k) Yard Sale!
Are you ready for a new start in your 401(k) account?You need to know the best process for a 401(k) “redo.” The change of seasons may be what you need. My desk calendar states the first day of Summer was on June 20th.Where I come from, Summer means cleaning out...
A Defensive 401(k) Strategy
Let’s change your 401(k) investment management strategy.It’s time to move beyond the outdated “buy-and-hold.”Start thinking like a 401(k) stock market risk manager instead. Stock market downturns are a big part of 401(k) investing.Add in the economy, wars, politics,...
My Dad Taught Me the Truth About Sales
This Father’s Day 2025, I am again reminded of my Dad.And the greatest business lesson he taught me. This lesson is the main reason that I have survived.Over 42 years in the investment advice business.Currently as an individual 401(k) investment advisor. My Dad was a...
How to Have a Tough Conversation With Your 401(k)
Negative conversations are always tough.Self-reflection on your 401(k) mutual fund picks is even worse. If your 401(k) has had a rough last few months, it’s for a reason.Your company 401(k) mutual fund menu might be the problem. Remember: Your company was “sold” your...
