401(k) investing is not that hard. Don’t overthink it.
Successful long-term 401(k) investing is not that hard. Despite what you read or skim over in the financial media. Consider the source of my statement. I will soon pass 40 years as an investment advisor. Over 25 years providing investment advice to individual 401(k)...
Give your 401(k) the attention it deserves
Did you know your retirement depends on only three numbers and a letter? Can you guess what they are? If you guessed “401(k)” then you’re right. For many Americans, a 401(k) is the easiest and most convenient way to save for retirement. Over 80% of full-time workers...
Consider 401(k) investment advice
I have been an investment advisor for over 40 years. Providing investment advice to individual 401(k) participants for the past 25 years. I’ have the honor of working with talented clients. Most with several years of knowledge and experience withing their...
Your 401(k) might be better off right where it is now
Generations of investment advisors have lived off of the “401(k) rollover” life event. For corporate employees, retirement is inevitable. Along with it, the 401(k) rollover. Barring the sale of a home. The biggest piece of stock and bond investment money they would...
