Many of my individual company 401(k) investment advice clients have been overwhelmed with work and personal duties over the last few months. The COVID-19 chaos has only added to the “work from home” stress and anxiety each day. The need to prioritize work time and...
The end of the calendar year is often a time of self-reflection in the investment advice business. The end of the fateful year of 2020 makes any amount of personal time and self-reflection even more important. This relentless U.S. stock markets rally has carried all...
These three thoughts are especially harmful to the investment management decisions that are required in your company 401(k) retirement plan account. Each thought carries a special deadly force on its own. Combined, these thoughts will undermine you’re the long-term...
The investment advice business is a service business. A dry cleaner, a lawn care company, and the person who cuts your hair are all in the service business. An individual company 401(k) retirement plan participant seeks out an investment advisor to solve an investment...
Congratulations are in order for your company 401(k) retirement plan account. I hope. When you get time later this week, take a minute to log in to your company 401(k) retirement plan account online. If you don’t remember your log-in and password I can’t help you....
