Over the years, I have had a number of my individual company 401(k) retirement plan advice clients tell me that they want to “swing for the fence” with their company 401(k) retirement plan mutual fund investments. Alert: After the last nine-plus years, and the longest...
“When the facts change I change my mind. What do you do sir?” – John Maynard Keynes Listening is one of the hardest things to do. There are multiple daily obstacles that interfere with really paying attention to the most important things in our lives. Company 401(k)...
Last weekend I listened to a one of the speakers from the 2018 Morningstar Conference. The presentation was from one of my favorite speakers, behavioral economist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics. Kahneman told the crowd about a period when...
I have been providing investment advice to individual company 401(k) retirement plan participants for over 19 years. Many of my individual company 401(k) advice clients have well over six-figure balances. Most of these individual investors have a desired retirement...
September is surely the best month of the entire year for football fans. High school, college, and NFL seasons have finally begun. Football fans at every level pay close attention to the weekly rankings of their favorite teams. All levels of football rank their teams...
Have you ever wondered what an independent investment professional would think about your current company 401(k) retirement plan mutual fund choices? I found this April article on Bloomberg.com that might help. As a quick reminder, actively managed mutual funds are...
