When to Sell a 401(k) Mutual Fund
Most 401(k) investors don’t have a predefined sell strategy. Yet all worry about losing gains during stock market drops. That gap creates unnecessary stress. Here’s a relevant 401(k) investment management question: What if you didn’t have to guess when to sell a...
What No One Tells 401(k) Investors
Most of the financial media.Treat you like you can’t handle the truth. Especially when it comes to picking your 401(k) mutual funds. I assume the opposite with my individual 401(k) advice clients.They are fully capable.When provided the tools for 401(k) mutual fund...
The 3 Myths Wall Street Wants You to Believe About Your 401(k)
Most 401(k) investors don’t struggle because they’re “bad with money.” They struggle because they’ve read and heard myths.Subtle mutual fund industry?shaped myths that undermine their 401(k) decisions. Let’s bust them wide open. MYTH 1: “Target-date funds are always...
AI in 401(k) Advice: The Real Risks and Opportunities
You’ve probably “tried AI.” Most people have. But almost no one has used it in a way that actually helps their 401(k). And that’s the real problem. You heard AI could save you time You heard AI would give you answers instantly. Type a question, get a solution, move on...