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My long running issue against self directed brokerage accounts

I used to joke that the only clients that used to ask about self directed brokerage accoun...

The Overselling of Services and they will find out

For a long time, I didn’t like to go to the dentist. It would be 4 years between cleanin...

Some Dak Prescott Autographed Cards are Fake and this is a big thing

Sports trading cards today is a business that is still just a fraction of what it was in t...

Understand the other side

One of the great talents that most people lack is having empathy. I think empathy is an ac...

Brown University is the latest university sued over their retirement plan

Brown University became the 16th university sued over their two retirement plans. This cla...

Know whether it’s in you

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms a...

The Appearance of Impropriety

For some reason, the unincorporated village I live in has its own Sanitation District wher...

An Introduction to Wegman’s

Anytime I am in New Jersey or Pennsylvania, my family and I must make a trip to Wegmans. F...

Know whether it’s in you

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms a...

What Financial Advisors Really Do

One would think that the role of a retirement plan financial advisor is to pick plan inves...