Are You Minimizing The Max?

The smart money knows that investing is about balancing risk and reward. Nobody has a crystal ball and the best most of us can do is to minimize how far our investments fall if the overall market declines. In this 5 minute video, I explain the concept of Minimizing the "Max" drawdown and why it's so important that you limit your downside exposure.

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Are your 401(k) costs going up?

As if things weren’t hard enough, this headline caught my eye the other day. As 401K Assets Fall, Investors Could Pay Higher Fees. Here’s some background: As part of the CARES act, 401(k) participants