Two steps to achieving higher returns. Don't allow "market good times" to lull you into complacency!
401(k) Social Media Posts November 2017
Most Common 401(k) Fund Lineup Mistakes
What Plan Sponsors Learned at our Oct 17 2017 Workshop
Your Q3 2017 Report is Here
Post Equifax Data Breach Ideas
401(k) Workshop Oct. 17 - Open for Flyer
Portfolio Performance, Market Behavior as of 6/30/2017 Posted Here
What is the Greatest Opportunity to Improve 401k Plans Today?
A Unique Way to Define Good Investing - Challenge the mainstream!
1st Quarter 2017 Market & Model Portfolio Report
My "Inner Nerd" Loves When Data Shatters Preconceived Notions
Each time a month finished at a new S&P500 high - they looked at the S&P500 12 months later and found that 80.5% of the time, the S&P500 was higher not lower! When they looked at ALL the months across those 91 years - 74.7% of the time, 12 month later, the S&P500 was higher. Very close numbers, very slightly favoring higher markets when starting at a new high!
Small Stocks Surge at end of 2016 - DFA Article
Prediction Season
In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. When faced with recommendations of this sort, it would be wise to remember that investors are better served by sticking with a long-term plan rather than changing course in reaction to predictions and short-term calls.
Wow - New Market Highs & Unpeeling the 401k Onion
I think finding out about the different levels of compensation is like peeling an onion because there are just so many layers...it’s certainly taking a lot of work, a lot of hours, and a lot of legal bills to find out what levels of compensation are out there and what can be salvaged in meeting this rule.