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Titles mean nothing

When I was younger and it involved with student organizations, there was this saying that you shoul...

The most important value

Having been in the retirement plan business for the last 24 years, I have learned something new alm...

Be concerned over TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a tremendous an...

Sometimes, you have to fire yourself

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your paren...

There has to be something in it for them

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national ...

You can’t win the no-win situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Trek II: Wra...

They are always in play

24% of 401(k) plan sponsors claim they are somewhat or very likely to search for a new plan adminis...

It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA 3(38) adv...

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few times in tha...

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, an advisor ...