Lisa (not her real name) is a 52-year-old HR director.
She’s smart, successful, and pays close attention to her HR benefits.
Like many professionals, she believed her 401(k) was “fine.”
She had $400,000 saved.
She was contributing regularly to her 401(k).
She received a generous 401(k) company-match.
Then we ran the numbers.
What we uncovered wasn’t catastrophic.
But it was eye-opening.
Lisa was unknowingly exposed to 80% stock market risk.
Overexposed to Large Cap technology sector stocks.
One market hiccup could’ve erased years of 401(k) stock market gains.
Placed her personal and company-matching 401(k) contributions at huge risk.
Not because she did anything “wrong.,”
She owned good 401(k) mutual funds.
But no one had ever shown her the full 401(k) mutual fund picture.
So, I ran a 401(k) mutual fund diagnostic.
Institutional-level mutual fund analysis.
The kind your company and 401(k) provider don’t’ want you to see.
The result?
Lisa ratcheted down her 401(k) stock market risk.
Preserved the last several years of her stock market gains.
Set a 401(k) “stop loss” to sleep better at night going forward.
When you can see clearly your 401(k) mutual funds.
You can act with more confidence.
Ever wonder how much stock market risk is hiding in your 401(k) mutual funds?
I’ve built a two-page 401(k) mutual fund analysis sheet.
Reveals what generic mutual fund data sheets miss.
P.S. I’ve got a diagnostic that takes 15 minutes and could change everything.
