Ric Lager is a Registered Investment Advisor. He provides independent, third-party fiduciary investment advice to individual 401(k) participants. His entire focus is to help clients improve their mutual fund selections.  That helps them navigate the complexities of the market to achieve their financial goals.

Ric is an expert in the self-directed brokerage account (SDBA) option offered by many 401(k) plans. He has used this powerful investment tool to help his clients grow their retirement savings. Ric provides weekly tips for financial advisors in his LinkedIn 401(k) advice newsletter.

Recent Articles

Published

Mar 8, 2024

Ric Lager

Financial Advisors

What March Madness Can Teach You About Your 401(k)

Published

Mar 8, 2024

Ric Lager

Published

Feb 1, 2024

Ric Lager

401k

Worried About Your 401(k)? Then Do Something Practical

Published

Feb 1, 2024

Ric Lager

Published

Jan 3, 2024

Ric Lager

401k

2024 New Year's 401(k) Resolution to Consider

Published

Jan 3, 2024

Ric Lager

Published

Dec 12, 2023

Ric Lager

Financial Advisors

Add a 401(k) Advisor to Your Investment Management Team

Published

Dec 12, 2023

Ric Lager

Published

Nov 14, 2023

Ric Lager

401k

Shoot the Turkeys in Your 401(k) This Thanksgiving

Published

Nov 14, 2023

Ric Lager

Published

Oct 4, 2023

Ric Lager

401k

Rebalance Your 401(k) Using Common Sense

Published

Oct 4, 2023

Ric Lager

Published

Sep 1, 2023

Ric Lager

401k

It's Football Season: Time to Pick Your 401(k) Fantasy Team

Published

Sep 1, 2023

Ric Lager

Published

Aug 3, 2023

Ric Lager

Financial Advisors

Clients Don't Want 401(k) Advice

Published

Aug 3, 2023

Ric Lager

Published

Jul 7, 2023

Ric Lager

401k

The Tour de France and Your 401(k)

Published

Jul 7, 2023

Ric Lager

Published

Jun 5, 2023

Ric Lager

401k

The "Cost of the Problem" Improves 401(k) Mutual Fund Choices

Published

Jun 5, 2023

Ric Lager

Published

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