Fee-only advice for individual company #401k retirement plan participants. Provide #401kadvice for #Schwab PCRA and @Fidelity BrokerageLink retirement plans.
The final step is to listen to the feedback you get from your investment advisor of choice. And calculate the “cost of the problem” of your #401k blind spot.
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You don’t have to know textbook investment management concepts to pick your best #401k mutual funds. And figure out when the stock and bond market risks turn against you. https://t.co/ft2qglMU4p
You can understand your #401k like never before. Once-and-for-all answer your most important investment management questions. It all starts by getting a second opinion! https://t.co/Z9yoEsr5bd
Your 401(k) provider will ask for your #401k to their IRA. For their private wealth management division. This is a disguised opportunity for enhanced advisory fees. And compromises their ability to make objective recommendations. https://t.co/hJNytViBm6
It is obvious to me. Young workers need a logical, disciplined, and organized strategy. To best manage their old 401(k)’s. And the #401k they take part in now. https://t.co/x03XYymQMs
I have learned what individual #401k participants value. What they want and need. In most cases, the investment advice they think they want is not what they need. https://t.co/aS0wxDRFfH