Tag Archives: 401(K)

Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)

This article was originally published by the CFA Institute. For those who are overwhelmed by the choices in their 401(k) plans, this article offers tips about portfolio construction from the perspective of an investment adviser. As a fee-based investment adviser, I help clients select investment solutions that improve their chances of achieving their goals. Those…
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