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:
- 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.
- Identifying bank trustee custodians who can accommodate alternatives investments other than traditional stocks, bonds and mutual funds
- Identifying assets that will increase in value if your 401(k) and IRA mutual fund assets decline in value.
Contact us: firstname.lastname@example.org or call us at 307-228-1066.