A neglected company 401(k) retirement plan account begins to look like your cluttered closet or garage at home. Is your 401(k) a random collection of mutual funds that you can’t remember why you bought in the first place? That same can be said for the old company...
How many times have you almost bumped into a person walking towards you who had their head down on their cell phone? The reason was that you had your head down looking at your cell phone as well. With the access to more financial news information that we could ever...
Many of my current clients enjoy reading content intended for investment advice professionals. They have told me that the articles provide them a much better idea of how investment advisors think and how they run their investment advisory businesses. Below is a link...
The U.S. stock markets have struggled mightily so far in 2016. This comes after 2015 individual company 401(k) retirement plan investment returns were lousy at best. At the current stage of this stock market cycle, every stock market investor who is motivated to sell...
The investment management concept of rebalancing can be found everywhere in the financial media. Most financial advisors can talk for several minutes, uninterrupted, about the merits of rebalancing. The recent stock market decline has coincided with the end of 2015...
We have all seen this example in Minnesota as we drive to work or to the grocery store. We have seen it on a four lane highway or on residential street. We have seen in cars that pass us or cars that we pass. The young driver is on their cell phone texting while...
