I wrote this article on May 4th, 2012 on my Golden Valley Patch Blog. I frequently write articles and lead seminars for professional investment advisors on the topic of how to provide company retirement plan advice to existing investment advice clients. An advisor who...
I have written about this topic on several occasions previously on the Golden Valley Minnesota Patch web site. Below is my latest take on the same topic. Buy-and-Hold investing has been preached to Minnesota company 401(k) plan participants since the beginning of...
I wrote this on May 1st, 2012 on my Golden Valley Patch Blog. As we move toward summer in Minnesota, it is one again necessary to address one of the most famous stock market adages. The age-old investment wisdom of “Sell in May and go away” is sure to grab its...
Last week, the yield on the 10-year U.S. Treasury bill fell to an all-time low of 1.53%. Who do you know that you would borrow money to for ten years at an interest rate of 1.53%? In spite of the record low interest rates, the largest investors in the world are buying...
Most of the individual company retirement plan participants that I meet with in Minnesota don’t have time to watch their company retirement plan accounts, like their 401k account at work. Life gets in the way of these Minnesota 401k participants from becoming...
I wrote this article on April 27th, 2012 on my Golden Valley Patch Blog. I have always had the opinion that it is a good thing to hate something. When I hate something it gets my blood pumping, keeps me more focused, and makes me work harder for my clients. In the...
