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That 401(k) Virtual Conference 4 is on Friday, July 10th

While many of us are working in the office, many are not, and almost all of us aren’t go...

Business suicide by social media post is a thing

We live through troubling times and when we live through troubling times, people act very ...

The private equity investment deal

On June 3, 2020, the Department of Labor (DOL) issued guidance stating its view that plan ...

Business suicide by social media post is a thing

We live through troubling times and when we live through troubling times, people act very ...

They may not like answer, but it is, what it is

When it comes to my law practice, I have an open phone call policy. I entertain phone call...

There is always room to grow

Years ago, a lot of financial advisors weren’t aware of their role as a retirement plan ...

Saying it’s always been done that way is a cop out

My experience at law school could probably be summed up by one event. For first-year law s...

It just doesn’t look right

I am always against conflict of interest, going back to the day pre-fee disclosure when pr...

Make sure you get what’s promised

People can promise you the moon, but they may deliver far less. That is why despite the pr...

The problem of the de-conversion process

Years ago, I was the Executive Editor of my law school’s news magazine. In one of my fin...