More and more company 401(k) retirement plan sponsors are offering the SDBA account option. SDBA stands for a self-directed brokerage account. This account option is offers a brokerage account options within your existing company 401(k) retirement plan account. The...
The hard truth is that individual company 401(k) retirement plan participants really don’t want to make investment management decisions. The reasons vary from person to person. Here is a brief list of the most common problems facing individual company 401(k)...
How would you feel if your home security system failed, the backup battery failed, and no one called the police or the fire department as your home burned to the ground? You would be upset. When you calmed down, the first call would be to your homeowner’s insurance...
Truly one of my favorite web sites to keep my clients informed is Business Insider. Each day this site is filled with aggregated business news from all over the world. There is no question that the content on this web site makes me a more informed investment advisor...
Last week, Yahoo! Finance featured an article about company 401(k) brokerage accounts. My daily news feeds find very few articles on self-directed company 401(k) retirement plan accounts. The scarcity of information on these accounts has much to do with their multiple...
I read a great article last weekend by James Clear about Vilfredo Pareto and the Pareto Principle or the 80/20 Rule. The consistent application of this Rule can have a profound impact on the long-term investment results in your company 401(k) retirement plan account....
