401k Defense

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401k Information Request

Did your 401k suffer damage in the 2008-09 Bear Market? ​

In every plan, the asset allocation shifted to a more defensive weighting by increasing a commitment to cash and/or bonds. Market driven adjustments can fore warn of increasing risk or an alert to increasing opportunity. We have guidance on many other plans. Would you like to receive the current guidance for your 401k? Tell us which plan you participate in. If we don't have a matrix for your plan we can create one without charge. 

You don't want to go through that again, do you? Our market tracking process focuses on identifying the five strongest assets in any 401k investment menu. 


RULE # 1: NEVER OWN ASSETS WEAKER THAN A MONEY MARKET!


Here are some examples of rankings in September 2008 based on the most recent menu choices provided by plan participants: