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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...

The 401(k) match-student loan program is becoming a big thing, at least marketing wise

Ever since the Internal Revenue Service opined that one particular 401(k) plan could use m...

Principal in talks to acquire Well Fargo’s 401(k) Business

The word on the street is that Principal Financial Group Inc is in talks to acquire Wells ...

There will always be room for chocolate in this business

I had a friend of mind who was an advisor who was lamenting about the changing environment...