It has been a long time since I posted something new. Busy with the fund launch…now that that is behind me, wanted to put this video together based on a session I had with one of my clients.
The objective was to find out if there is a way of maximizing the returns on your 401K account, given all the constraints that most 401K accounts have in terms of securities and funds you can invest in.
Hopefully the video below is useful. I am using the site www.portfoliovisualizer.com to illustrate the methodology behind determining the allocation. The methodology is generic enough to be applied to any 401K portfolio. As always, let me know if you have any comments/ suggestions.
I have also been told that I need to get “promotional” to attract new clients. So here goes. This is applicable only to the monthly subscribers. You get $200 off if you refer another client and so does he or she. Terms and Conditions apply…..now I need to figure out what those terms and conditions will be!!
