I wrote this article on May 14th, 2012 for my Golden Valley Patch Blog. The school year is winding down. College graduates are coming back home, and high school graduations are coming up. It the time of the year that most people are making summer plans of all kinds....
Your Minnesota company retirement plan provider is obligated by law to offer and review annually your company retirement plan mutual fund options. Your company makes every effort to provide retirement plan mutual fund options that are “good for you.” Your company...
I wrote this article on May 8th, 2012 for my Golden Valley Patch Blog. Just as sure as income taxes were due on April 17th, and property taxes are due on May 15th, you can be sure the stock market is going to drop—just as it’s done this week. But instead of passively...
More and more of the Minnesota company retirement plan participants I meet with tell me that they are currently receiving investment advice on their company retirement plan account from their existing investment advisor. I think that is great news. Any existing...
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...
