The mutual fund on your 401(k) retirement plan menu is always listed in alphabetical order. Well, there is a research report a couple of years ago that confirmed that fact. And it found that mutual fund names beginning “early in the alphabet” are more likely to...
It is that time of year again. Individuals finding time in late December to set resolutions for the New Year. At least one of those New Year’s Resolutions should be to manage your investments better in 2022. Plain and simple, a resolution is a promise that you make to...
Most people are not in the market for a company 401(k) retirement plan account investment advisor. This is frustrating to me. But I completely understand. Company 401(k) investors are making much progress building their retirement nest egg. The stock markets are up....
Have you ever received a gift you did not actually want? Well, company 401(k) participants got a gift recently – the kind nobody wants. I am not talking about an ugly sweater or a pair of socks. I am referring to a new bout of stock and bond market volatility., just...
I have been blessed over my 37-plus years as an investment advisor to have worked with some very smart people. It is invigorating for me to show up for work each day to improve the investment management decisions for my 401(k) advice clients. Most of my 401(k) advice...