My Dad Taught Me the Truth About Sales
This Father’s Day 2025, I am again reminded of my Dad.And the greatest business lesson he taught me. This lesson is the main reason that I have survived.Over 42 years in the investment advice business.Currently as an individual 401(k) investment advisor. My Dad was a...
How to Have a Tough Conversation With Your 401(k)
Negative conversations are always tough.Self-reflection on your 401(k) mutual fund picks is even worse. If your 401(k) has had a rough last few months, it’s for a reason.Your company 401(k) mutual fund menu might be the problem. Remember: Your company was “sold” your...
Your 401(k) Frustrations
Most individual 401(k) participants I talk to are frustrated now. If you want to preserve your 401(k) principal now, you need to do this: Solve your 401(k) problem.The same one you very likely don’t know you have.What exactly is that 401(k) problem?You own the wrong...
It’s Time to Spring Clean Your 401(k)
It’s Time to Spring Clean Your 401(k) We are now past Memorial Day.Even if your local weather has not yet cooperated.Warmer weather and sunny days are ahead. Here’s a friendly Spring reminder.Of your annual obligation to clean out your closet and your garage. No...
