401(k) Mutual Funds Webinar:
How to Identify the Good, the Bad & the Ugly
If your employer is like most, you have anywhere from 10-40 mutual funds as options from which to select! Talk about the illusion of choice.
So, you probably do what many other people do:
- Select the target date funds because that seems the easiest thing to do, or
- Choose funds based on nothing other than the Morningstar rating.
Not very strategic!
But choosing 401(k) mutual funds with a strategy in mind isn’t all that hard. Especially if you know the 7-criteria to use to help you separate the good from the bad and the ugly.
On Wednesday, November 11th at 8pm ET, during a free webinar, I will walk you through the list of criteria for selecting the mutual funds to have in your 401(k) and explain why each one is important – not just when selecting a mutual fund but also when putting together a portfolio of mutual funds.
Say goodbye to operating on autopilot when it comes to your 401(k) and blindly choosing your investments.
Say hello to being informed and equipped with the information you need to choose – smartly. That’s, of course, if you want to get better results from your 401(k) mutual funds!
I work with everyone from the middle class to the 1% – helping my clients blend the emotions of money with the math of money, let go of their money “baggage” and start to move forward with financial goals more clear, confident and in control than ever before. Through coaching, training, speaking and writing, I help my clients create a new financial reality – helping them figure out how to connect their money to life in a real and meaningful way.
When it comes to retirement planning, it bugs me that some employers make the process so general, employees get little to no value from the information and training provided by the company/organization.
Similarly, it also bugs me when employees are apathetic and don’t proactively manage their retirement accounts – out of fear of what they don’t know; disinterest; or, lack of urgency. When this happens, not only do you end up leaving money on the proverbial table, you loose out on the benefit of time.
I am the founder of Sterling Investment Management, Inc. and the author of “Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate.” My work has been featured on CNN, HLN, FOX, Black Enterprise, NPR, and the Wall Street Journal.