I take a great deal of pride in the fact that I can easily explain the main parts of the stock market risk management process I provide to my individual company 401(k) investment advice clients. Gone are the days of fancy three-color marketing brochures. I could not...
There have been some positive changes in the company 401(k) mutual fund world over the last few years. In this blog post, I want to make sure if you were aware of these changes. First, mutual fund expenses have come down dramatically. Fund expenses in 2019 were just...
Even a casual political observer would know that President Trump frequently posts comments to Twitter over the last few months on several topics. One of his favorite topics recently has been the U.S. stock markets and the strong performance of 401(k) accounts. Last...
That’s the question all company 401(k) retirement plan investors were asking themselves over the long Labor Day weekend. After cruising for the past five months, the stock markets screeched to a halt on Thursday, September 3rd. The Dow dropped over 800 points, and the...
The S&P 500 index mutual fund offered on your default company 401(k) retirement plan menu has long been one of your best investment options. Even the worst company 401(k) retirement plan menus offer an S&P 500 index fund option. This fund option is as common...