401K
Passive Investing May Be Harming You More Than Helping
It’s no secret that passive index funds and ETFs have been gathering the bulk of asset flows for several years. In 2021 alone, passive funds assets increased by 35.9% and reached $20.87 trillion (as of June 30). Blackrock, Vanguard, and State Street hold the bulk of these assets. Passive funds are, by definition, designed to…
Read MoreProtecting Your 401K From Market Volatility
Recent drops in the Dow Jones Industrial Average have some investors, especially those nearing retirement age, feeling stressed. As usual, the mainstream news isn’t helping. A quick search of the headlines reveals dozens of “scare tactic” phrases such as “Stock Market Misery,” “Economic Slowdown,” and “Deepest Plunge Since October.” As you already know, acting out…
Read MoreSo Many People Miss Out On These Big Gains
Your 401(k), 403(b), or 457 plan might be the biggest, most important asset you have. The one that could have the greatest impact on your family’s future wealth. It’s an asset that has the highest growth potential. That’s because these accounts grow on a tax deferred basis, so you’re not paying taxes on the growth…
Read More