Company Stock in a 401(k)

by | Mar 26, 2012 | 401k Advice, Blog, Educational

I wrote this article on February 16th, 2012 for my Golden Valley Patch Blog. Just about every Minnesota company 401(k) retirement plan menu I have ever seen includes an option to own the common stock of that company in an individual company retirement plan account....
Beware of Thanksgiving Day Money Talk

Beware of Thanksgiving Day Money Talk

by | Jan 25, 2012 | 401k Advice, Blog, Educational

I wrote this article on November 23, 2011 for my Golden Valley Patch Blog. You know this conversation is coming up on Thanksgiving…along with the turkey, sweet potatoes and pumpkin pie. You can always count on the “money and investing” conversation with your friends...

Buy-and-Hold is Wrong Again

by | Jan 18, 2012 | 401k Advice, Blog, Educational

I wrote this article for my Golden Valley Patch Blog on November 18, 2011. By a large margin, the Buy-and-Hold investment management strategy is the most common investment management strategy I hear about when I meet with Minnesota company retirement plan...

3 Biggest 401(k) Mistakes

by | Jan 17, 2012 | 401k Advice, Blog, Educational

I wrote this article on November 14, 2011 on my Golden Valley Patch Blog. I have been an investment advisor for over 27 years. It is no secret to anyone reading this column that the financial world has changed dramatically over that time. It is astonishing to me that...