It was reported by Paul Merriman at MarketWatch last week that Boeing employees left $98 million on the table in 2013. The reason is that Boeing employees did not take full advantage of the company 401(k) match funds contributions. The article quotes a Harris Poll for...
Regardless of your level of investment management sophistication, I am willing to be that you have heard or read about the concept of diversification. Even the poor quality of the resources on your company 401(k) retirement plan web site provides information on the...
If you work at a Minnesota company, you need to understand the three main types of mutual funds available in your company 401(k) retirement plan. The three main types of mutual funds are target-date mutual funds, actively managed mutual funds and index mutual funds....
I received an e-mail last week from a Minnesota company 401(k) retirement plan advice client. His company 401(k) retirement plan menu was recently changed. The new menu lists several index mutual fund options. Index mutual funds can be great investments when the broad...
I recently found an article that perfectly matches my experience advising individual Minnesota company 401(k) retirement plan participants. Many of my long-time clients have referred me to their adult children. A recent article in The Fiscal Times outlines the 401(k)...
I read the Barry Ritholtz column in The Washington Post as often as I can. He does a really good job of making complex investment topics easy to understand. His October 25th column on “Find a financial adviser who will put your interests first” is one of his best. A...
