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trumpmad

Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hear...

kdc

What Were They Thinking #18 Kodak sits on digital camera to protect film business, goes bankrupt anyway

Imagine if Blockbuster Video developed Internet streaming and they sat on the technology because they didn’t want it t...

lawton2

401k Loans: The Worst Possible Investment

Taking a 401k loan is such a bad investment choice that it should not be allowed in any 401k plan other than for hardshi...

guardians

Guardians of the Galaxy Volume 2 shows again how spare parts can be whole

I’ve read comic books on and off since I was a kid and for the life of me, I had no idea who the Guardians of the Gala...

fiefdoms

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a parent with three chi...

gav

QUALIFYING FOR PROTECTION FROM FIDUCIARY PERSONAL LIABILITY

In order to qualify for protection from Fiduciary personal liability and minimize exposure to that liability, there are more than 30 duties and responsibilities to be performed.  To begin, it is important to keep in mind the following three things:   Basic fiduciary duties...

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