close
appplesoranges

Apples and Oranges: Rollovers, Qualified Plans, and The Best Interest Exemption

One of the wrinkles of the new fiduciary rule is the requirement of a financial advisor who wants to...

winner

The big winner for the Fiduciary Rule

There are certainly going to be lots of losers when the fiduciary rule gets implemented and there is...

meps

MEPs will be a big thing in 2017

While I wish I could predict next week’s Powerball numbers, I do have a pretty good sense to make ...

dolfidrule

DOL Fiduciary Rule Future – The Ultimate Drama

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

recommendations

Recommendations have to be organic, not forced

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

criticize

Clients criticize; get over it

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

setting-the-tone

Setting the tone

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

plan-design

Advisors should appreciate Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

maxresdefault

Let it go

One thing I’ve learned over time is not to bottle up anger. Ever since I was a kid, I was passive-...

businessfall

Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is that it’...