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The most difficult clients to deal with are……

I’m becoming more like Larry David as I get older. Not the hypocritical part of Larry, ...

You can’t let your system be overwhelmed

My son loves autograph signings. The enjoyment for me is dependent on whether the show is...

The controlled group rules, you need to understand it’s a thing

The controlled group rules, basically say that in many circumstances, companies with simi...

Forgotten accounts is a big deal

According to a recent study, there are 29.2 million forgotten participant 401(k) accounts...

Nationwide teaming up with Morningstar for managed accounts

Nationwide is teaming up with Morningstar Retirement by offering a new managed account se...

Empower to offer retirement income solutions

Empower announced partnerships with several asset management and insurance providers to o...

You can’t let opinions bother you

I have been blocked by 3 of the sitting 7 members of my local board of education on socia...

Building consensus is the key

I work as the attorney for a not-for-profit organization, at least as the attorney for th...

The advisor model has changed

The CFP Board through a survey, claims that about 97% of Americans agree that the financi...

Popularity means nothing

Jay Leno had better ratings than David Letterman. Avatar drew more money than Black Panth...