Understanding the Strengths, Weaknesses. Opportunities and Threats (SWOT) of your 401(k) and IRA plan is critical to understanding and managing your portfolio risk.

We focus on three areas:

  1. Expense identification and mitigation. There are significant and hidden fees in 401(k) plans that have a significant negative effect on your 401(k) return on investment.
  2. Identifying bank trustee custodians who can accommodate alternatives investments other than traditional stocks, bonds and mutual funds
  3. Identifying assets that will increase in value if your 401(k) and IRA mutual fund assets decline in value.

Contact us: info@everydaycpa.com or call us at 307-228-1066.