Tag Archives: mutual funds

When It Comes to Investing, Don’t Just Follow the Money

Your investment strategy shouldn’t be based on following what everyone else is doing. Continue reading

Posted in Basic Investing, Rebel | Tagged , , , , , | Leave a comment

Have You Outgrown Your Mutual Funds?

Tweet When it comes to investing, many of us stick to mutual funds. After all, they’re generally the only option in employer retirement plans (except perhaps for company stock) and financial advisers like to sell funds because they’re relatively easy … Continue reading

Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

6 Tips for Making the Best 401(k) Investment Choices

Tweet Investing for retirement can be an intimidating undertaking. Setting aside money in your 401(k) plan is difficult enough, but determining how to invest it presents its own set of challenges. The good news is that you don’t need to be a seasoned, savvy … Continue reading

Posted in Basic Investing, Guest Bloggers | Tagged , , , , , | Leave a comment

Top 4 Ways to Begin Investing for Retirement Today

Tweet If you haven’t been saving for retirement, putting even a little away on a monthly basis can have a huge impact on your future quality of life – especially if you invest in a tax-advantaged retirement account like your … Continue reading

Posted in Guest Bloggers, Retirement Planning | Tagged , , , , , | Leave a comment

Are Your Plan’s Mutual Funds Olympic Medal Material?

Tweet Surprisingly, Michael Phelps only placed third in one of last week’s Olympic trials.  Will you be just as shocked if your plan’s mutual funds don’t end up rating a gold or silver with Morningstar’s new forward-looking mutual fund ratings?

Posted in H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment

Do You Know What’s Really in Your Water Bottle…or Your Portfolio?

Tweet My kids absolutely LOVE bottled water.  I remember that when bottled water first came into the public eye, my friends & I laughed and said that if we came up with catchy packaging, a cool name, and maybe even … Continue reading

Posted in Basic Investing, Communicator | Tagged , , , , , | Leave a comment

What Your Employees Don’t Know About Target Date Funds Could Hurt Them

Tweet Some of the most common questions that I’ve been receiving from employees during recent retirement planning workshops relate to confusion around the proper use of target-date funds. Ironically, these investment options are designed to simplify rather than complicate the … Continue reading

Posted in Basic Investing, H.R. Guru | Tagged , , , , , | Leave a comment

Why I Didn’t Invest in Facebook

Tweet No, it’s not because I’m a Facebook hater. In fact, I think I’m one of the few Facebook users who actually really likes Facebook (yes, even the timeline). I wish I could say that I anticipated the company’s weakened … Continue reading

Posted in Basic Investing, The Maverick | Tagged , , , , , | Leave a comment

When Enough is Enough

Tweet After my stepfather passed away, my mom started working with a local bank to manage her investments.  At the time, I was living in California and it was difficult for me to help her with investment decisions.  Plus, I … Continue reading

Posted in Advanced Investing, Rebel | Tagged , , , , , , | Leave a comment

Investing for People Who Hate Investing

Tweet If you’re like most people, you may not know much about investing or quite frankly, even care to know. Perhaps you’re only vaguely aware of what’s going on in the stock market and rarely look at your 401(k) performance. … Continue reading

Posted in Basic Investing, The Maverick | Tagged , , , , , | 1 Comment