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What’s on our mind when it comes to protecting your 401(k)?  You can read about it here.  You’ll find rules of thumb like “set it and forget it” doesn’t work during all economic and market cycles.  This blog is dedicated to helping 401(k) participants in the Greenville and greater Dayton, Ohio area.  So keep checking the blog.  I’m pleased to have you reading along.  If you would like to receive an email when this blog is updated just, request it by completing above "Have A Question?" and use the phrase “email notice of blog update.”

Let’s work together on making your 401(k) work for you.

Wayne

 

Thursday, October 27, 2016

Alicia H. Munnell at Center for Retirement Research at Boston College says, “American workers are extremely mobile, and when they leave their jobs many may not know that they are entitled to vested benefits in a defined benefit...

 

Wednesday, May 4, 2016

Want to spot an investment scam before you’re caught up in it? Take a look below at 5 Persuasion Tactics used in investment fraud and then watch the three-minute video and get all the details. Step 1: Watch out for “Fancy...

 

Wednesday, July 8, 2015

Why should you open a my Social Security account?my Social Security is a free online account that allows you quick, convenient, and secure access to your personal Social Security record.• You can use a personal my Social Security...

 

Wednesday, May 20, 2015

Be Alert: Questions to Ask Before Using Automated Investment Tools The SEC’s Office of Investor Education and Advocacy (OIEA) and the Financial Industry Regulatory Authority, Inc. (FINRA) have issued an alert to provide investors...

 

Wednesday, April 29, 2015

Measure your basic financial capability in the area of economics and finance with 5 questions covering compound interest, inflation, principles relating to risk and diversification, the relationship between bond prices and interest...

 

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Monday, April 20, 2015

Take just a few minutes and test your financial knowledge. Now compare your results to the national average below.

 

Wednesday, February 18, 2015

Ask Questions – Questions You Should Ask About Your Investments is a U.S. Securities and Exchange Commission (SEC) publication from the Office of Investor Education and Advocacy. "It doesn't matter if you are a beginner or have been...

 

Wednesday, August 13, 2014

According to an August 12, 2014 press release from TIAA-CREF their survey found that respondents are not taking the steps necessary to make sure they have the right investments in there retirement account. Market trends and life stages...

 

Tuesday, September 3, 2013

In an August 15, 2013 press release by The Charles Schwab Corp., over half of the respondents to a survey believe that explanations of their 401(k) statements are more confusing than explanations of their health benefits. Some of the...

 

Wednesday, March 13, 2013

Hope is a wonderful name for a girl. Fear would not make a good name even for a boy. Both hope and fear can be good, but use them at the wrong time and they can lead to some real trouble. In my last blog I considered how hope can...

 

Wednesday, March 13, 2013

Hope and fear are two very important words. Why, because without hope we give up on life and without fear we get burnt in life (touching a hot stove). They are also very important when considering how to protect and grow your 401(k)....

 

Friday, February 1, 2013

For the fragile, the cumulative effect of small shocks is smaller than the single effect of an equivalent large shock.- Nassim Nicholas TalebOn occasion, when drinking my morning coffee, I have suffered the unfortunate consequence of...