Despite being armed with information on buy-and-holds, asset allocation, diversification and target terms, the overriding investment management problem that plagues many attorneys can be summed up by the eternal question: “What do I buy?”
As attorneys we are high-achievers and problem-solvers – we meet challenges and find creative solutions for our clients on a daily basis. However, we’re not Warren Buffet when it comes to investing for retirement. A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help maximize the value of their retirement investments. In this CLE he will primarily address: selecting a plan, simple IRAs vs. SEPs vs. individual 401(k) plans, the challenges legal professionals face when investing and 401(k) management pitfalls & practice points. He will also cover common decision-making points, SPIVA & mutual fund analysis tools, tracking stats & results, statistical lessons from March Madness, ranking portfolios, 401(k) fees, portfolio rebalancing, insurance and the cost of bad investments.
Ric Lager is president of Lager & Company, Inc. For the last fifteen years Lager & Company, Inc. has specialized in advising retirement plan participants to maximize the value of their retirement investments.