GRATKE WEALTH

401(k) News

B3

401k News

Posted on by David

When markets become as volatile and as confusing as they’ve been, even the most patient investor begins to question their current investment plan. We know because we’ve been working with investors just like you for twenty three years. We’ve seen … more >

B3

401(k) Plan Fee Disclosures in 2011; Plan Sponsors, Are you Ready?

Posted on by David

Attention 401(k) Plan Sponsors New Fee Disclosure Rules For 2011 Are You Ready? Sweeping federal legislation was enacted in 2010 affecting our industry. It was part of the Dodd–Frank Wall Street Reform and Consumer Protection Act. What this creates in … more >

DSC_7350-2

‘What’s Doing’ at David Gratke Wealth Advisors?

Posted on by David

Greetings from David Gratke Wealth Advisors (DGWA) this Holiday Season! It’s been a busy  summer and fall at DGWA. This newsletter will focus on the activities created on your behalf, my client, this past summer and fall to ensure your … more >

sketches4website-Gratke-642

Individual Investors, ‘Behavior-ing’ Badly; Continuing to Buy High, Sell Low

Posted on by David

Well, how do I say this?  Individuals, as a group of investors, are the worst class of investor that exist.  Sorry.  I would certainly like to ‘sugar coat’ this topic with sprinkles but the multi-decade long studies of Investor Behavior … more >

Investment Opportunities in a Down Market

Posted on by David

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name … more >