I always believe that the retirement plan business is a relationship-driven business. It’s also a small world of industry where providers know providers nationwide. This belief has certainly helped my law firm practice grow as I’ve always had an open door ...
When I first started out as an ERISA attorney working for a third party administrator in the late 90’s, I remember when advisors tried to get in the very hot, highly ranked funds such as Janus Twenty. I remember the rush to the doors when Janus was closing t...
Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise of it bei...
If you have a client that is being bought out or is buying another company, the first thing you need...
When it comes to business and generally people, I treat people the way I’d want to be treated and ...
Suppose someone you never met before comes up to you and asks whether they can stay at your house or...
One of the greatest tools in building my practice and enlarging my social media footprint in the ret...
I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giant...
So the afternoon before Thanksgiving, my Verizon FIOS went down and wasn’t coming back so quickly....
The only bad thing about smartphones is when you have to shop for another one. So my wife and I went...
