401k Investors – Why Many Investors Keep Fooling Themselves

As an investor, understanding what is possible and what is fantasy is very important to understand. One of the biggest fantasies we see in our 1on1 consultations with 401(k) investors are those individuals that have a “return goal” for their account. Thus, they will chase returns throughout their plan, from one fund to another, often missing the actual big returns of that fund.

Read More

Slow & Steady: Winning the Investment Race – BehaviorGap.com

Our friend Carl Richards of BehaviorGap.com is a talented writer and communicator when it comes to investing concepts and the impact of behavior on investment performance. We can all identify with the concept of looking for the next hot investment versus a risk appropriate, savings-based approach to the retirement marathon. Which one are you?

Read More

Warning: Your 401(k) is not a Savings Account

When money is tight many people turn to their 401(k) or other retirement plans for some quick cash. If your retirement plan has a loan provision, you may be tempted to borrow money from it since you’ll just be paying yourself back. While that is true, even though you do pay yourself back over time, you can end up doing more harm than good.

Read More

Converting To A Roth? 12 Tips You Should Know

Roth IRAs are a great option for many investors who wish to set aside more money for retirement above and beyond the contribution limitations imposed on 401(k)s. They allow you to pay taxes on your contribution up-front in exchange for tax-free growth and tax-free distributions once you retire.

Read More

Investment Behavior and Traffic – An Analogy

“Investing is like being stuck in traffic: the lane you’re in is moving to slow so you jump over to the one that appears to be going faster, but when you get there that lane slows down to because of all the other people that jumped into it”.

Read More