Smarter DIY 401(k) Decisions With AI
AI is great at explaining investing concepts.General information on basic financial fundamentals.Budgeting, credit score, and savings goals. When it comes to your actual 401(k) menu.The menu of 401(k) mutual funds forced on you. It’s guessing.With a pretty interface....
How Much 401(k) Stock Market Risk Can You Handle?
For 26 years, I’ve helped individual 401(k) investors.Navigate downward stock market swings. The calmest ones weren’t fearless.They were prepared. They knew exactly how much 401(k) loss they could live with.Before taking action to protect their 401(k). You don’t need...
The 401(k) Diversification Shift That Could Change Everything
In 401(k) investing, diversification is everywhere.Non-stop financial media message.Nowhere more promoted than 401(k) retirement account investment management. Does diversification serve your 401(k) well over the long term? I speak from my 26 years of individual...
The Price Tag on Your 401(k) Mistakes
Most 401(k) investors don’t know what they want.And after 25+ years of advising them, I can tell you why. Back in 1999, I noticed something strange. Clients kept asking me: “I need to improve my 401(k) mutual fund decisions.” So I started making some calculations.The...
