Where is your 401(k) stock market risk?
I sat down earlier this week with an individual company 401(k) participant. Male, 59 years old, current 401(k) account value over $1.2 million. After the usual chit chat ended, I asked about his 401(k) investment management objectives. A strategy for the preservation...
401(k) losses upset clients the most
I have provided investment advice to individual 401(k) plan participants for 24 years. I know the following fact about individual 401(k) investor behavior to be true. Individual investors rarely get upset. With 401(k) principal losses within their acceptable range....
Your 401(k) Needs Protection
When choosing the 401(k) mutual funds you own. Nobody sets out to make a poor investment management decision. Too often, that is exactly what happens. It comes as no surprise that individual 401(k) investors are their worst enemies. There are many reasons. Let me...
