401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community

Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. Then, they do a deep dive into the Russell 2000 Index, exploring companies and comparing market caps to those on the S&P 500. Finally, they pull back the curtain on a brand new Taco Bell retirement community opening in San Diego, CA.