I post blogs in order to meet new Minnesota investors. Many retired investors send me e-mails with great questions about real life investment management problems. Joe e-mailed me a couple of weeks ago. He is recently retired, and has an existing relationship with an...
The annual fee structures of company 401(k) retirement plans are very complicated. Most of the new required fee disclosures have not helped. Individual company 401(k) retirement plan participants still struggle to understand how much the company 401(k) retirement plan...
There is a great new survey from Financial Engines this morning. The title of the survey is the human touch: The role of financial advisors in a changing advice landscape. A link to a .pdf copy of the survey can be found here. The survey results are very encouraging...
Normal everyday company 401(k) retirement plan participants are asked to trust a large group of institutions who provide and manage their company 401(k) retirement plan accounts. The company retirement plan sponsor, the company retirement plan provider, and the mutual...
Over the last six-plus years you have never had to pay attention to your company 401(k) stock market mutual fund investments. Every stock market mutual fund is at a higher price. Personal and company-matching contributions have your company 401(k) retirement plan...
Here is the single best investment management decision that you can make this September. Determine how much more money are you willing to lose going forward in your company 401(k) retirement plan account. The financial media is not capable of helping you make that...
