Retirement Planning & Free 401k Help


Retirement planning is a key bridge for most investors as they approach retirement. In this section, Fundamental Trends offers retirement planning, financial planning and asset allocation guidelines to help you build a safe and profitable retirement. We also provide periodic guidance on how to update your 401k or other retirement plans at work.

The articles in this section are open to all “Free Library Card” members.

 

Retirement Life Investor Asset Allocation: December 2019

Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.

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 […]