Your 401(k) Deserves More Than a Friend

Your 401(k) Deserves More Than a Friend

The Relationship is Optional. The 401(k) Results Are Required. “How are you?” “Just wanted to say hello.” “How are your kids?” These are fine gestures to long-time clients. But my individual 401(k) investment advice clients don’t have that kind of time. They’re not...
Why AI Can’t Pick Your 401(k) Funds

Why AI Can’t Pick Your 401(k) Funds

Has AI changed your life yet? At work? At home? Me neither. So let’s get real: Don’t waste your time asking AI what to buy in your 401(k). It doesn’t know your default mutual fund menu. It can’t rank your 401(k) mutual fund options. Not now. Not ever. But I can. If...