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Harvey Weinstein and You

The news of late have had daily accusations against Hollywood executives and personalities concerning sexual abuse and harassment. What has happened with the beginning of allegations against Harvey Weinstein have mushroomed into a force that can’t be stopped...

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It might be you

Prior to starting my own law firm, I had made many different employer changes over the years to the point that my position as the head of my law firm is the longest time I’ve been employed at one place and that’s only 7years. Am I going to blame the employ...

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Watch for any Potential Conflicts of Interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as die. In ...

Don’t ignore your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It was a bra...

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Don’t give good employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee once too. I...

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Well here is where an advisory firm gets in trouble

A good chunk of my work as an ERISA attorney is working with financial advisory firms in managing th...

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Advisors Need To Offer Education

Advisors ask me all the time of the role of education in participant directed 401(k) plans and it’...

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Avoid the headache: Stick to what you know

Over the past 7 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’s ...

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Don’t get out of your level of comfort

I started this law firm about 17 years ago as a side project. It is where I could offer legal servic...

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Grow your client’s plan assets

If you’re a financial advisor, more assets under management equal more money.  It’s pretty simp...