#1 Mistake When Choosing 401k Investments

By Lucas Casarez, CFP®

zoom_0 [00:00:00] hello today, I’m going to talk with you about your 401k and the number one mistake that I see people make regarding the investments within their 401k. So typically what happens is you get set up with your new 401k. You go in there and there’s a handful of options to choose from every now and then you’ll have a whole bunch, but most of the time it’s gonna be like a dozen…

What to Do With Your Old 401(k) Strategy Guide

By Lucas Casarez, CFP®

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…

Should I Use Robinhood to Buy Individual Stocks

By Lucas Casarez, CFP®

Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. *Robinhood Update 3.2.2020* If you plan to be an active trader, a recent event occurred during one of the largest…