The Role of a 401(k) Investment Advisor
Individual 401(k) investors are unfamiliar with fiduciary investment advisors. Independent, third-party investment advisors can provide investment advice to 401(k) participants. Investment advisors affiliated with a company retirement plan provider cannot provide...
Don’t let dollar-cost averaging kick your 401(k) butt again
Dollar-cost averaging. Promoted as one of the main pillars of any 401(k) account investment management strategy. This strategy suits many 401(k) investors. Each month, money is added to their 401(k) account. Through personal contributions and company-matching...
Future 401(k) returns could be hard to find
Retail investors have chased stocks much higher so far in 2023. Much of the enthusiasm due to the upcoming “Fed pivot.” And as a result, no long and prolonged recession. The Fed pivot takes place only when inflation stalls. The goes down. And the Federal Reserve...
401(k) Advice Is Not Financial Planning
I would like to take a few minutes of your reading time to clear up a minor investment advice issue. This issue I am sure is minor for you. I run into this issue several times each week. 401(k) investment advice is not financial planning. This is an important...
