3 Elements of 401(k) Advice?

by | Oct 25, 2022 | 401k Advice, Blog, Educational

401(k) participants do not have time or expertise. They struggle to improve investment management decisions. Some individual investors are seeking out independent investment advisors. They realize that they need help navigating their company 401(k) menu. Here are the...

401(k) resignation letter

by | Jul 27, 2022 | 401k Advice, Blog, Educational

Dear (name of company) 401(k), This letter is to notify you of my resignation. From further participation in future 401(k) principal losses. I took the time to review my June 30, 2022, quarterly 401(k) account statement. I cannot take it anymore. Mentally,...
Are you a 401(k) imposter?

Are you a 401(k) imposter?

by | Nov 2, 2021 | 401k Advice, Blog, Educational

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...

The Gold Medal of 401(k) Advice

by | Aug 3, 2021 | 401k Advice, Blog, Educational

Any individual investor above middle-age has at one time or another been involved in an investment advice relationship with a financial professional who is compensated by the sale of a financial services product. Life insurance and brokerage services are the best...