The dramatic decline of the U.S. stock markets over the last two weeks has grabbed most of your attention. Every individual company 401(k) retirement plan participant should be keeping a close watch on their stock mutual funds. While you are at it, you might want to...
Last weekend I listened to a one of the speakers from the 2018 Morningstar Conference. The presentation was from one of my favorite speakers, behavioral economist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics. Kahneman told the crowd about a period when...
You are likely overpaying for your 401(k) mutual funds. Worse, you are not receiving the investment performance you deserve. The flurry of company 401(k) lawsuits in the last few years is proof. The top executives of many companies are not paying close enough...
I always remind my Minnesota stock market investor clients of something that they read all the time. Most company 401(k) retirement plan participants never take the time to understand what they read. The phrase “past performance is no guarantee of future results” can...
I have analyzed the default company 401(k) retirement plan menu for dozens of Minnesota companies. There is not much clear information available to individual company 401(k) retirement plan participants on their collective trust mutual fund menu options. Collective...