You Took the Stock Market Risk. Did You Get the 401(k) Reward?
The stock market always goes up… right? And the “average” 401(k) balance is at all-time highs. Target date 401(k) mutual funds are “safe” long-term investments. After 42 years of advising individual investors, I’ve learned: “Up” can be misleading.“Average” can be...
Are You Picking the Right Funds in Your 401(k)?
You’ve worked hard to build your 401(k) account value.Helped by company-matching contributions.And all-time stock market highs. Here’s the naked truth: Not every mutual fund on your default 401(k) menu deserves your trust.Certainly not your 401(k) money. The real risk...
The Power of Knowing What’s Wrong With Your 401(k)
Most 401(k) investors are handed a list of mutual funds and told to “pick wisely.” Even after the all-time stock market highs.They’re left wondering why their 401(k) mutual funds are plain wrong. Big-name 401(k) mutual fund companies.Headlines everyday about AI...
The Silent Risk in Your 401(k No One Talks About
What’s the one thing in your 401(k) you’re most worried about right now?The thing that no one seems to be addressing? You’re told your 401(k) is “on track.”But whose track is it really on?” Stock market volatility is back.Do you know the risk to your 401(k) mutual...