At all times, I am in communication with many 401(k) participants. On phone calls, in e-mails, and on zoom calls, I am asked the same two questions. In the exact same order. First, “Are there better mutual funds for me to own in my 401(k) now?” There always are at...
In the last few days, the timing has improved for you to take the necessary investment management steps to recover your recent company 401(k) retirement plan account losses. These steps are not hard to understand. All you need to do is to apply at little logic and...
Career success in an independent registered investment advisor is simple. The key concept is to always remember that your investment advice has to be in the best interest of your clients. Your entire focus is relentlessly serving your clients by providing...
New rules governing money-market mutual funds issued by the Securities and Exchange Commission don’t go into effect for two years. Even so, you should still be concerned about the money-market mutual fund in your company 401(k) retirement plan account. A money-market...
I was shopping at Target yesterday. As confused as I always am when I shop, I took a detour through the kid’s videos aisle. To my amazement, I saw the same video that I bought for my kids years and years ago. That video was the Disney classic “Snow White and the...
