Three Experiences of Investment Advice

Over the years, I have sat in front of dozens of Minnesota individual investors.  Far too often, their experience with investment advice professionals falls into the same three categories. First, there are the investment advisors who are more interested in providing...

No wonder your 401(k) is lagging

There was a major headline article posted on the MarketWatch web site yesterday.  I linked to it below. Why your 401(k) is lagging the market’s gains The article states that average year-end 2014 company 401(k) retirement plan statements are higher than year-end...

How to Fill in the 401(k) Results Gap

Below is a link to my latest article on the ThinkAdvisor.com web site. How to Fill in the 401(k) Results Gap ThinkAdvisor is an investment advisor community web site. I post this link on my company web site on purpose.  Individual investors may have an interest in the...