I have been an investment advisor for over 30 years. I see really smart people do really dumb things in their company 401(k) retirement plan account. Here are the top five biggest mistakes that I have seen Minnesota investors make. First, individual company 401(k)...
Risk is the most basic investment principle. Your investment return is a reward for the amount of risk that you take. Most investment professionals base their presentations around historical investment returns. Individual investors believe that historical rates of...
Most individual Minnesota company 401(k) retirement plan participants are not engaged in the investment management of their company 401(k) retirement plan account. These individual investors don’t pay any attention to their monthly or quarterly company 401(k)...
Jack Jablonski Minneapolis, MN Dear Jack, Congratulations again on your graduation from Benilde-St. Margaret’s High School on May 30th. The last three weeks have been a constant celebration of your last four years of high school. There has been one party to attend...
This Father’s Day 2014, I am reminded of the first business lesson that my Dad taught me. This lesson is the main reason that I have survived over 30 years in the investment advice business in Minnesota. My Dad was a salesman all his life. So was his father. In fact,...
It is that time of the year in Minnesota. Weekend late afternoons and evenings have been filled with high school and college graduation parties. On some weekends this month, your attendance has been requested at back-to-back graduation parties. You never realized how...
