401(k) Advice That Pays for Itself
Is 401(k) advice worth the annual cost? I hear this objection almost every business day.Let’s get it out of the way early in the article. “Is your 401(k) advice actually worth it?” After 26 years of guiding individual 401(k) investors.I’ve developed a simple but...
You’re Not “Bad at Investing”—You Just Need Better 401(k) Information
Most individual investors don’t realize it.But their 401(k) mutual fund choices usually start with a guess. The same way you pick dinner in a new restaurant.Scan the list, choose something familiar, hope for the best. There’s a better way. What if choosing your 401(k)...
Your 401(k) Deserves More Than a Friend
The Relationship is Optional. The 401(k) Results Are Required. “How are you?” “Just wanted to say hello.” “How are your kids?” These are fine gestures to long-time clients. But my individual 401(k) investment advice clients don’t have that kind of time. They’re not...
Set-and-Forget No More-Your 401(k) Needs You
Ready or not, the mutual fund dynamics in your 401(k are changing.I thought you would want to know. The Large Cap Growth and S&P 500 mutual funds.Both up to their eye balls in technology stocks.Are leading the popular stock market averages down. I’m not predicting...
