Wednesday, August 15, 2018 | Leave a comment
If you’re like most investors, your 401(k) plan is one of your largest assets – if not the largest. So why is it that so many people who are putting away a substantial amount of money for the future don’t really pay that much attention to what it’s invested in, or how those funds are… Continue Reading…
Estimated reading time: 7 minute(s)
Sunday, July 15, 2018 | Leave a comment
401(K) Pitfalls High Management Fees The most common (and obvious) talked about pitfall to avoid inside 401(k) plans is avoiding paying high management fees. It seems most of the talk around increasing account performance revolves around this strategy. However, there is one very significant, but little talked about, pitfall that 401(k) participants should avoid that… Continue Reading…
Estimated reading time: 12 minute(s)
Monday, June 5, 2017| 1 Comment
Protecting Profits In Retirement I specialize in working with people 57 and older. The reason why is because protecting principle and profits is a whole different discipline than accumulating assets. I recommend to all my clients, as you near or are in retirement, you should be protecting as much of your profit base as possible,… Continue Reading…
Estimated reading time: 5 minute(s)
Monday, November 23, 2015 | Leave a comment
2015 has been a very wild ride for the average investor. A few market indexes hit all-time highs earlier this year only to claw back all gains. Since the beginning of the year we’ve had a wild seesaw ride. We continue to actively to identify trends to make sure if there is a downward trend… Continue Reading…
Estimated reading time: 12 minute(s)
Friday, August 21, 2015 | Leave a comment
Let’s face it, the stock market has been pretty brutal the last few days. Our Chief Investment Strategist, Jason Wenk has recorded video commentary to help you sleep better at night. Mr. Wenk typically keeps his commentary to under 5 minutes, but in light of the recent trading activity this one’s a little longer at 15… Continue Reading…
Estimated reading time: 2 minute(s)
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