Two lies you tell yourself about your 401(k)
I prospect for new 401(k) advice clients about every day. I cannot help it. (Over 41 years of my prospecting habit is hard to break). Individual investors often resist my initial approach. An independent, third-party investment advisor for their 401(k) is not top of...
What I know about your 401(k) that you don’t
It would be a cold telephone call. Or an e-mail sent to your work e-mail address. If I were feeling bold, I would send you a video message on your cell phone. I would immediately tell you that I am reaching out to you about your 401(k) account. Here is what you would...
Consider 401(k) investment advice
I have been an investment advisor for over 41 years. Providing investment advice to individual 401(k) participants for the past 26 years. I’ have the honor of collaborating with talented clients. Most with several years of knowledge and experience withing their...
A 401(k) stress test
Most individual investors have both the economic resources and personal needs. To enlist the help of talented and experienced investment advisor. Nowhere is that more evident. Then in the investment management decisions necessary to navigate a 401(k). Many of the...
