A second opinion on your 401(k) mutual funds
I “jump out of the bushes” in a cold telephone call or an e-mail to a 401(k) participant. Even worse, I ask them right away about how their current 401(k) mutual funds. I have years and years of personal experience to back up the following statement. No stretch of the...
A good time to rebalance your 401(k) mutual funds
Have you ever noticed that your company 401(k) retirement plan does not provide guidance on how to manage it? That fact leads individual 401(k) participants guessing at “what to buy?” All the mutual funds on your default company 401(k) menu have done well over the...
3 Questions Every Do-It-Yourself 401(k) Investor
Let us get right to the end of the story. If you answer “no” to any of these questions means you may need to think about a 401(k) advice relationship. I prospect individual 401(k) participants every day. I gage their interest in a new 401(k) investment...
Call me old-fashioned, but I wake up every day with 401(k) advice optimism
Each day, I get out of bed with the same thought. No matter the day or time. Every individual 401(k) participant I contact. Via telephone, e-mail, or a reader of my blog posts. They will realize one or more of the following conditions. “I have a clear 401(k) mutual...
