The Hidden Risk of AI Advice in 401(k) Confidence
Have you used AI for financial help?Even with your 401(k) mutual fund picks? AI is available 24/7. It’s free. It’s fast. And it sounds credible. The last element is where your 401(k) risk begins. AI often delivers general financial information.With a level...
Why Individual 401(k) Investors Hire RIAs
For many individual investors, their 401(k) is their largest investment.And it’s the one they think about the least. Until the stock market headlines appear too scary to ignore. The forces working against your 401(k) are overwhelming now.Wars, geopolitics, inflation,...
Why Diversifying Your 401(k) Isn’t Enough
Most 401(k) investors pick a few mutual funds.Spread money across names and categories.Like the last article they read about “diversification.” Don’t put all your eggs in one basket.Sounds logical.Like it can’t hurt your 401(k) over the long-term. What’s inside the...
Time for a 401(k) Mutual Fund Audit
Most individual investors approach their 401(k).With the same old question: “What should I buy?” A better question now.With wars, inflation, politics, and rising interest rates: “Which mutual funds no longer fit in my 401(k)?” August is an...
