My Dad Taught Me the Truth About Sales

My Dad Taught Me the Truth About Sales

This Father’s Day 2025, I am again reminded of my Dad.And the greatest business lesson he taught me. This lesson is the main reason that I have survived.Over 42 years in the investment advice business.Currently as an individual 401(k) investment advisor. My Dad was a...
Your 401(k) Frustrations

Your 401(k) Frustrations

Most individual 401(k) participants I talk to are frustrated now. If you want to preserve your 401(k) principal now, you need to do this: Solve your 401(k) problem.The same one you very likely don’t know you have.What exactly is that 401(k) problem?You own the wrong...
Your 401(k) losses continue

Your 401(k) losses continue

Here’s a common 401(k) investment management mistake I often see: “Buy the Dip.”When combined with “Buy-and-Hold.”Destruction of 401(k) principal is guaranteed at some point in time. The loss of years of personal 401(k) contributions.Along with years of...