Most individual company 401(k) retirement plan participants don’t have the time, temperament, or expertise to make investment management decisions in their company 401(k) retirement plan account. More and more individual investors are seeking out independent...
Many of my investment advice clients are doctors. I recall their comments over the years about new technology that has provided patients with safer and more effective medical care. The same advances in technology have taken place in the investment advice profession....
The investment advice business is like any other service business. A dry cleaner, a lawn care company, and the person who cuts your hair are all in the service business. An individual company 401(k) retirement plan participant seeks out an investment advisor to solve...
I had a client of mine call me from Crane Lake, Minnesota earlier this week. His bachelor uncle had recently died; leaving no wife or children in his will. Federal law states that surviving spouses automatically inherit their spouse’s company 401(k) plan account. In...
I would be the first one to admit that summer to-do lists are endless. Very difficult choices have to be made on a weekly basis. Family, friend, and work obligations multiply in the summer. Most individual investors don’t spend a great deal of time watching their...
“The stock does not know that you own it.” Reminiscences of a Stock Operator Jesse Lefevre, 1923 The above quotation is one of the most profitable words of investment advice that you could ever read. The logic and truth behind this investment management concept is...
