Admit it. You hate watching your company 401(k) retirement plan account. Based on my 22-plus year of providing investment advice to retirement plan participants on their default 401(k) mutual fund menus, I have a great deal of confidence in the following three...
They don’t call it March Madness for nothing. The first two rounds of the men’s 2021 NCAA tournament were filled with major upsets. Eight of nine Big Ten teams failed to advance to the Sweet 16 round. If your bracket has exploded, you are not alone. Take the time you...
The S&P 500 index mutual fund offered on your default company 401(k) retirement plan menu has long been one of your best investment options. Even the worst company 401(k) retirement plan menus offer an S&P 500 index fund option. This fund option is as common...
Would you be willing to bet 25% of your company 401(k) retirement plan account value on six stocks? That would make about as much sense as taking a large part of your 401(k) account to the local casino, and making six consecutive bets on the roulette wheel. In...
I had lunch with my graduate school daughter last week. In the group were two of her recent college graduate friends. The two ladies recently joined the working world for the first time. Both of my daughter’s friends know that I am an investment advisor. The topic of...