401k Alert

401k plans represent the bulk of Americans retirement savings. Unfortunately, plan sponsors and providers provide very little actionable or timely advice on how to handle your retirement plan.

On these pages we offer free asset allocation suggestions each quarter. We also offer free retirement planning articles to help you retire better.

Many people treat their retirement plans with a “set it and forget it” approach. While this can work during bull markets, it is dangerous other times.

Approximately one-third of the time, markets are declining or moving sideways. Those are the times a slightly more active asset allocation approach can help.

We have introduced our 401k Alert Service because we believe the next decade will have several severe pullbacks and many choppy periods. It is entirely possible that the indexes, while volatile, offer a very low total return for the next decade.

For only $99/year, our 401k Alert Service provides real-time suggestions on when to update your asset allocation. Timely asset allocation shifts just a few times per year can cut your risk and improve your plan’s performance.

Learn more how our 401k Alert Service works.

Global Trends ETF Model: December 2019

Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.

401k Alert – Fade April Rally, Move To Safer 401(k) Allocation

This is our inaugural edition of 401k Alert Fund Asset Allocations. It is open to the public as a sample of our work. Visit the 401k Alert description page to learn more about this valuable service. +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 401k Fund Mapping 401k plans come with a menu of funds that you can use to build your asset allocation. Our method helps you find the best funds for each category of […]