Corporate executives, doctors, lawyers, accountants, consultants, etc. all use their knowledge and experience to make smart business decisions. Many of those decisions reply on independent, third-party databases. Whatever your level of stock and bond market investment...
Since the Pension Protection Act in 2006, target-date mutual funds have become the most popular investment choice in many 401(k) retirement plans. Target-date funds are a “fund of funds”. These mutual funds don’t investment in stock of individual companies. Target...
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...
