Case Study: Market Growth and Dividends Can Cause Skewed Allocations in a 401(k)

Published: Jan. 31, 2017, 3:27 p.m.

Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get "out of whack" even if you’ve been following your adviser’s recommendations.