It’s Spring 2025. Open your 401(k) brokerage window.
Spring is here! Does it feel like spring to you?Depending on where you live.I hope your winter did not overstay its welcome. Amazing each Spring.How a little sunshine and warm breeze.Can change your outlook on life. Spring is the time for new beginnings.Spring is the...
Should I pay someone to manage my 401(k)?
The best answer I can provide is that it all depends.Not everyone needs 401(k) investment advice.Common sense will tell you. Ask yourself the following set of questions. Should I continue to manage my own 401(k)? Morningstar reports that the average 401(k) plan offers...
Your 401(k) losses continue
Here’s a common 401(k) investment management mistake I often see: “Buy the Dip.”When combined with “Buy-and-Hold.”Destruction of 401(k) principal is guaranteed at some point in time. The loss of years of personal 401(k) contributions.Along with years of...
401(k) Advice Specialty
An individual 401(k) investor’s assessment of value is subjective.Can vary from client to client. Improved investment performance.Lower annual costs.Stop guessing at “what to buy” in their 401(k). My job is to prove the value of 401(k) investment advice.So, they don’t...
