Up to this point in 2021, the stock markets have put most company 401(k) investors in a winning position. The Dow, S&P 500, and NASDAQ all hit record-highs, and then kept climbing. It was only about two months ago that the Dow hit 35,000 for the first...
More and more individual investors finding an independent, third-party investment adviser to help improve their long-term company 401(k) investment management decisions. How do you go about finding the right advisor? Ask any investment adviser you talk to these two...
The following scenario is real. The names have been changed because I am not very good at remembering names any longer. And there are too many names to remember. In a cold e-mail or telephone call, I approach several individual company 401(k) retirement plan...
September is the best month of the entire year for football fans. High school, college, and NFL seasons all go full force this month. All levels of football rank their teams during the regular season. Football fans pay close attention to those weekly rankings...
The first rounds of NFL training camp roster cuts have been made. NCAA and high school football camps are open. Football season will be here soon. The following football analogy helps my clients preserve their company 401(k) retirement plan account principal....
Most investment advisors can’t resist. Even the ones with the fancy letters after their name on their web sites and business cards. These advisors want to be a jack-of-all-trades. They will tell new investment advisor prospects they can provide all financial services...
