Below is a link to my latest article on the ThinkAdvisor.com web site. How to Fill in the 401(k) Results Gap ThinkAdvisor is an investment advisor community web site. I post this link on my company web site on purpose. Individual investors may have an interest in the...
Chances are that you have recently received your 2014 year-end company 401(k) retirement plan statement. Congratulations on the all-time highs in your retirement plan assets. Now is a good time to pay close attention to the familiar disclaimers that covers the rear...
Choosing the best available mutual funds on your company 401(k) retirement plan menu is difficult for individual investors. This statistic proves that point. In 2014, 85?percent of mutual fund managers under-performed the benchmark S&P 500. Investment...
Company retirement plans are legendary for their limited menu of boring mutual fund options. But the statistics say that more and more company retirement plans are adding a key account option known as a “self-directed brokerage window.” In 2005, about 15% of company...
The first week of the 2015 new year, I was invited by David Holland to be a guest on his Real Money radio show. The link to the radio interview can be found by clicking here. David is a very experienced financial advisor and radio show host. For many years he has...
The very basis of a company 401(k) retirement plan account is based on optimism. The theory is that you take money every month out of your paycheck. You save and invest that money for the long-term. When you want to retire, you have enough money saved in order to make...
