Most individual 401(k) investors don’t need more information.They need someone who’s paying attention on their behalf. I provide investment advice to individual 401(k) investors.Who want more than a quarterly statement and a hope-for-the-best strategy.I build...
AI Can’t Replace Individual 401(k) Investment Advice
In the investment advice world, artificial intelligence (AI) is on fire.Advertised to revolutionize how investment advisors work with clients. But what about individual 401(k) investors? Let’s fact the facts. AI can’t replace an investment advisor.In an authentic,...
Be Honest About Your 401(k)
Most individual 401(k) investors are guessing. Their 401(k)’s grow. But not as much as they should grow. Asset Allocation, Diversification, Rebalancing, Dollar Cost Averaging.Who has the time? And that’s not the worst part… They’re losing out on tens of thousands of...
Time to pick your 401(k) Fantasy Football team
October’s here.The Fantasy Football season is heating up. Every Monday morning, the scoreboard tells the story: Winners. Losers. Contenders. Pretenders.All sorted out for your friends and coworkers to see. But what about your 401(k)? No weekly recap.The same quiet...
