Percentage Returns Don't Put Food On the Table!


Investors are often asked to focus on annualized percentage returns, but this can divert them from the ultimate long-term goal: cumulative dollar returns.

By not taking into account market downturns that can sometimes be masked by percentage return performance, it can be difficult to see the long-term effect market declines have on a portfolio’s ability to experience compounded growth...


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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