Start Guarding Your 401(k) With a Personalized Strategy
You’ve worked hard, contributed consistently.Watched your 401(k) grow during this astonishing bull market. But here’s the truth: Stock markets don’t climb forever.The question isn’t if a downturn will come—it’s when. And when it does, will your 401(k) be ready? If...
Is Your 401(k) Working for You—or Against You?
By far, the biggest enemy to your 401(k) mutual fund picks.A ‘set it and forget it’ approach.That includes owning the worst 401(k) mutual fund options. The key 401(k) investment management element is clear.Knowing what’s inside your 401(k) mutual funds. Why is...
Why Smart People Still Struggle With Their 401(k)
Have you ever stared at your 401(k) default mutual fund menu.And thought, “I should be smart enough to figure this out.” The most accomplished professionals I meet.Engineers, physicians, attorneys, tech leaders, educators.The majority are embarrassed asking for help...
Four Decades of Managing 401(k)s Don’t Include Forecasts
Every December comes the financial world ritual.S&P 500 price predictions for the following year.As many as you have time, or care, to read. It’s the season when anyone who manages someone else’s money.Steps up to the microphone or the keyboard.To deliver what...
