A challenge I face providing 401(k) advice might be a surprise. I know the best mutual funds to own in your company 401(k) menu. The best mutual funds stand out on any default 401(k) menu. The biggest challenge I face is getting my 401(k) advice clients to sell their...
I have been providing investment advice to individual investors for over 37 years. Over that time, I have learned one of the most important aspects of my job.The current U.S. stock and bond market risk levels are much higher now than they were even a few weeks ago....
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...
Every time the U.S. stock markets go down in a big way, the same financial media avalanche of investment advice follows. The never-ending articles and TV experts stand in line to tell you “not to panic and think about the long-term.” The remainder of their predictable...
The financial media world is full of fake experts. Anyone and everyone who can afford to buy airtime on TV, send a free e-mail, or pay for an online quote has the best idea ever for your investments. The only real experts are the independent investment advisors who...