Enron and Your 401(k)

A common pitfall that we see over and over is owning too much company stock in 401(k)s. This is at odds with diversified investing and magnifies your exposure to one single company that you’re already obliged to for your income. The worst case scenario does happen. Can you say Enron?

Danger In Your 401(k) - Forbes.com

Danger In Your 401(k)http://www.forbes.comOne might have guessed that it would be a long time before anybody was foolish enough again to tie up a big chunk of his retirement savings in the same enterprise that issues his paycheck. Apparently, a long time has passed.
Networth

Do you know your net worth? Grappling with this key number is a fantastic way to build a strong foundation for financial planning.

FIDUCIARY

The Magic Question: ARE YOU A FIDUCIARY? A fiduciary is someone who is committed to putting your financial interests ahead of his or her own. Registered investment advisors are legally and ethically required to act as a fiduciary in serving our clients. Try asking this critical question next time someone approaches you with an investment proposal. You would be surprised how hard it is to find fiduciaries.

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We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.
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FROM OUR BLOG
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice. Investment advice can only be provided through a formal investment advisory relationship. Copyright © 2020 NorthStar Capital Advisors - Charlotte, NC. All Rights Reserved.