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The Next Big Thing After The Fiduciary Rule? I have some guesses

With the fiduciary rule coming down the pike in April, people ask me what the next big thi...

DOL Fiduciary Rule Future – The Ultimate Drama

My wife graduated with an English major. Mine was in Finance. She wanted to find a partner...

Recommendations have to be organic, not forced

Someone on Facebook asked on one of the community groups about a local business and while ...

Not every Attorney is an ERISA Attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field ...

The Greateness of Hidden Figures isn’t Hidden

With a subscription to Entertainment Weekly, I usually know what’s coming to theaters. S...

Adios, Chargers

Well it looks like the San Diego Chargers will be on the move now that their season has co...

Clients criticize; get over it

There is a point where you have to realize that no matter how good you are and no matter h...

Interview: John Blossom Jr., ABG Retirement Plan Services

I will always say that the most important plan provider a plan sponsor can hire is a third...

Setting the tone

I’ve been involved with so many small organizations both profit and non-profit in one fo...