May 22 2019

Balanced Nutrition for Your Retirement Fund Portfolio

In my role as a 401(k) Relationship Manager, people often ask me about how to understand their mutual fund options. When it comes to investing, I encourage retirement plan participants to consider all the funds like options at a lavish Las Vegas buff...

May 15 2019

Does Equity Index Put Writing Belong In Your Asset Allocation?

What kind of investments should investors be looking at when they want stock market exposure but are concerned about stock market volatility? One option worth consideration is put writing, in which you as the investor sell puts on an index like the S...

March 14 2018

The Good, The Bad and Maybe The Unknown About Target Date Funds

The Good Over the past decade the U.S. Target-Date mutual fund category has grown from under $200 billion in assets to over $880 billion as of the end of 2016. These types of investments address the “misallocation” risk that many 401(k) plan particip...

January 11 2018

Best New Year's Resolution for Retirement Savings

I don’t know about you, but it’s hard for me to believe that it’s a new year already. Where did 2017 go? A client recently asked me if I could recommend one piece of advice for retirement savings in the New Year, what would it be? My overwhelming res...