Are you spinning your 401(k) wheels?
Even small 401(k) investment management hurdles can seem like insurmountable obstacles. There are only so many hours in a day. Individual 401(k) participants have too many other issues to deal with. You may have received bad 401(k)advice in the past or received no...
You cannot “buy-and-hold” your 401(k) any longer
It is crazy to me. Individual investors who surprised by their 401(k) account losses over the last few weeks. They pay no attention in their “buy-and-hold” world. They delay any logical and disciplined investment management decision. When their 401(k) account balances...
What is your household 401(k) strategy?
Every week I talk with individual 401(k) retirement plan participants. The current work at home environment makes for easy phone calls or video conference. The person who invented the work phone to “rollover” to a personal cell phone. I nominate you for the Nobel...
You only need a large 401(k) balance once
I am now in my 22nd year of providing investment advice to individual 401(k) participants. Many of my 401(k) advice clients have well over six-figure balances. Most of these individual investors have a desired retirement plan date in mind. They are concerned about a...
