401k Fridays: 1 THING EVERYONE SHOULD BE DOING WITH THEIR 401K (BUT ALMOST EVERYONE ISN’T)

by | Dec 18, 2023

 

It’s 401K Fridays with Josh Feldman Josh. What is something, what is one thing that every person should do on an annual basis with their 401k account? Every participant in a 401k should rebalance their Investments. What that means is that they should periodically review their Investments and they should buy or sell in order to get back to their original asset allocation. Got it. So every year if you have a portfolio it requires looking at it and making sure that it’s set properly. That’s correct, in order to attain the proper risk tolerance and meet their objectives.

Investment & Money Hacks from 20+ years as a financial advisor in New York. Continue educating yourself on your investment journey.

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