Dumb Mistakes that 401(k) Financial Advisors Should Avoid

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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We all make mistakes, well except my mother. There are mistakes we make that we think are pretty good in hindsight, but end up being pretty dumb in the long run. I’m still kicking myself when I sold my shares in Marvel Comics at $8 a share or when I dumped Apple at $200 or when I went to sleep before Game 6 of the 1986 World Series was over. So this article is to advise financial advisors on what mistakes to avoid in their role when working with their retirement plan clients.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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