Target date funds miss the mark

Why Target Date Funds Miss the Mark

First, let me give this disclaimer: Target Date Funds are a great solution if the alternative is leaving your retirement money in a Money Market Fund. That said, there are three problems with almost all Target Date Funds inside of...

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The Royals and your 401(k): What the AL champs and MLB can teach us about Investing

“The future ain’t what it used to be” – Yogi Berra, New York Yankee Legend Like many kids, I learned from an early age that a game can teach us more about life than most realize. Baseball is adversity. Baseball...

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Is Your 401k About To Hit A 20 Car Pileup?

So, I'm driving home from work and traffic is awful. I'm late, I'm flustered and even worse…I'm impatient. BUT I'm certain that I can shrink down my commute time if I can correctly pick which lane of traffic to maneuver...

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401k-investment-advice

Koozie’s Won’t Lead You to the 401k Promised Land

Before I got into finance 18 years ago, I started my career in advertising and I'll never forget my first 401k investment meeting. I was at my first job; a co-worker popped his head into my cubicle and asked if...

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how to choose 401k investments

This 401k Plan is a Joke! – How to choose 401k investments

I have been in the investment advisory business since the mid-1990s. I am a CFP (Certified Financial Planner) and I co-founded a wealth management firm from scratch to over $500 million of client portfolios. Despite all of this experience -...

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