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Alexa, what 401(k) mutual fund should I buy?

by Ric Lager | Jul 30, 2019 | 401k Advice, Blog, Educational

The smart speaker and voice assistant revolution is probably going on in your home and office right now. You can check the weather, order groceries, make appointments and get the scores from your favorite sports team. Last week, I read a Microsoft report that...

Shakespeare can help preserve your record 401(k) balance

by Ric Lager | Jul 23, 2019 | 401k Advice, Blog, Educational

In the past couple of weeks, you have most likely received your company 401(k) retirement plan account statement dated June 30, 2019. Equally likely is the fact that you have never had so much money in your 401(k) before. If you have not had time to review your most...

Do you own the right mutual funds in your 401(k) now?

by Ric Lager | Jul 16, 2019 | 401k Advice, Blog, Educational

Over the last few weeks, the three main U.S. stock indexes — the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite index have all climbed to record levels. That is great news if you own the mutual funds on your company 401(k) retirement plan menu that...

Only two kinds of company 401(k) mutual funds

by Ric Lager | Jul 9, 2019 | 401k Advice, Blog, Educational

For most individual company 401(k) retirement plan participants, the mutual fund options found on the default menu are overwhelming. It is no wonder that “buy-and-hope” is the most popular investment management strategy. At a basic level, there are only two kinds of...

The mutual fund peloton in your company 401(k)

by Ric Lager | Jul 1, 2019 | 401k Advice, Blog, Educational

The Tour de France, the world’s most famous cycling event, kicks off next Saturday, July 6th. For those that are unfamiliar with the event, the Tour de France features 22 teams comprised of nearly 200 of the best cyclists in the world. The race is a grueling 23 days...

Do you understand this 401(k) strategy? I sure don’t.

by Ric Lager | Jun 18, 2019 | 401k Advice, Blog, Educational

If you pay attention all to your company 401(k) retirement plan online marketing materials, the following message comes across loud and clear. Individual company 401(k) retirement plan participants do not have the experience, training, knowledge, or access to the most...
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