What to Do with Your 401(k) When You Leave Your Current Employer?
You have four choices to make when you quit from your current employer, regarding your 401(k) account.
Pros and Cons of Rollover from a 401(k) to a Self-Directed IRA
Rollover from a 401(k) to a self directed IRA has many advantages but also has some issues to consider.
‘Best’ Tactical Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We present our tactical balanced stock and dividend income portfolios that outperform the best balanced allocation fund T. Rowe Price capital appreciation fund PRWCX both in terms of returns and risk
‘Best’ Stock or Dividend Income Balanced Portfolios vs. Best Balanced Allocation Fund
We take a business investing approach to invest in solid low cost stock index funds such as S&P 500 index funds. We discuss why it’s beneficial to view index fund investments as ‘conglomerate’ business investments.