3 Questions Every Do-It-Yourself 401(k) Investor
Let us get right to the end of the story. If you answer “no” to any of these questions means you may need to think about a 401(k) advice relationship. I prospect individual 401(k) participants every day. I gage their interest in a new 401(k) investment...
Call me old-fashioned, but I wake up every day with 401(k) advice optimism
Each day, I get out of bed with the same thought. No matter the day or time. Every individual 401(k) participant I contact. Via telephone, e-mail, or a reader of my blog posts. They will realize one or more of the following conditions. “I have a clear 401(k) mutual...
Use Technology to Manage the 3 Levels of Your 401(k)
Every day we realize how technology has changed every part of our business and personal life. Technology has also improved investment management decisions. Especially in company 401(k) retirement plan accounts. Most 401(k) participants do not have the time or the...
Is something blocking your 401(k) decisions?
Not long ago, I was chatting with an individual 401(k) investor who told me about a specific mutual fund he’d invested in. Since the mutual fund price had gone up recently, he had made a little money. Enough to get his 401(k) account to “all-time highs.” Around the...
