Last weekend I listened to a one of the speakers from the 2018 Morningstar Conference. The presentation was from one of my favorite speakers, behavioral economist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics. Kahneman told the crowd about a period when...
I have been providing investment advice to individual company 401(k) retirement plan participants for over 19 years. Many of my individual company 401(k) advice clients have well over six-figure balances. Most of these individual investors have a desired retirement...
September is surely the best month of the entire year for football fans. High school, college, and NFL seasons have finally begun. Football fans at every level pay close attention to the weekly rankings of their favorite teams. All levels of football rank their teams...
Have you ever wondered what an independent investment professional would think about your current company 401(k) retirement plan mutual fund choices? I found this April article on Bloomberg.com that might help. As a quick reminder, actively managed mutual funds are...
Logica Research conducted an online survey in May of 1,000 U.S. 401(k) participants, who worked for companies with at least 25 employees, currently contributed to their 401(k) plan and were between 25 and 70 years old. The results of the survey were published by...
I have had to deal with this issue frequently over the last few years. I thought that individual investors would be interested in the resource that has made me more aware of the effects of aging and making financial decisions. I found a recent health and retirement...
