Practical analysis for investment professionals
23 July 2012

How Should You Manage Your 401(K)?

Posted In: Philosophy

Robert Martorana, CFA, came by our studio to give his advice about what investors should do to get the most out of their 401(k) plans. Rob has worked on Wall Street since 1985 in various investment management positions for Value Line, Schroders, Barclays, TheStreet.com, and PNC Bank before starting Right Blend Investing, a fee-based financial advisory firm located in Hillsborough, New Jersey.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

About the Author(s)
Robert Stammers, CFA

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.

1 thought on “How Should You Manage Your 401(K)?”

  1. Paul Curley says:

    Insightful commentary and applicable.
    Thank you,
    Paul

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