The S&P 500 index mutual fund offered on your default company 401(k) retirement plan menu has long been one of your best investment options. Even the worst company 401(k) retirement plan menus offer an S&P 500 index fund option. This fund option is as common...
How many asset allocation articles have you read in the financial media over your working career? Probably even more than articles promoting the endless benefits of “diversification.” My good friends at The Sherman Sheet hosted a webinar last week. They shared a slide...
Every individual investor knows he or she cannot control the direction of the stock markets or interest rates. But do these same investors realize the two parts of a successful investment management strategy they can control? Mutual fund choices on your company 401(k)...
If you ask them often enough, your college-age kids will share the online articles they read. I learn a great deal of information on a variety of subjects by reading the same articles my kids and their same-age friends read. One of my kids just graduated with an MBA....
There are only a handful of investment management decisions you have to get right in order to both preserve and grow your company 401(k) retirement plan account. In that handful, is the age-old question of “what to buy.” The financial media spends a lot of time and...
Would you be willing to bet 25% of your company 401(k) retirement plan account value on six stocks? That would make about as much sense as taking a large part of your 401(k) account to the local casino, and making six consecutive bets on the roulette wheel. In...
