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Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is th...

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it bette...

As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, ...

One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get ...

The problem with WrestleMania

WrestleMania 35 will be next weekend at Met Life Stadium in East Rutherford, New Jersey. S...

Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies t...

Klesko the guest in Atlanta

For That 401(k) Conference in Atlanta on April 12th, Bob Horner is a late scratch as our g...

Roll them out

Having employees can get a bit messy. I know that from experience, having left a position ...

Don’t let time take you out

Rocky Balboa explained to Adonis in the movie Creed, that he beat Apollo Creed for the hea...

One way to treat clients right, make them comfortable

Going to the movies was never fun. The theaters were dirty and if you arrived late, then y...