Last week, I came across another very good article from Morningstar. This great content was authored by Jeffrey Ptak. The title of the article is, “The Active Stock Fund Slump Explained.” As a reminder, there are two main types of mutual funds available on your...
It is always a great learning experience for me to read academic research reports. Every once-in-a-while I find one that confirms the common-sense investment management approach that I have always preached to my individual company 401(k) retirement plan investment...
Every individual investor is guilty of making poor investment choices in their company 401(k) retirement plan account. Investment management problems can happen to everyone. In 2019, there are a few simple steps that can help you better deal with...
It comes as no surprise that individual investors struggled with the investment returns in their company 401(k) retirement plan accounts in 2018. The awareness of the need for company 401(k) investment advice is rising. That is according to a recently published T....
One of the biggest misconceptions that individual company 401(k) retirement plan participants suffer from is that they belief that they need to guess at the stock and bond market tops and bottoms in order to be a successful long-term investor. That is not true at all....
I have been providing investment advice to individual investors for over 34 years. Over that time, I have learned one of the most important aspects of my job. As the economic, political, interest rate, and stock market risk levels change, I am constantly vigilant in...
