They may not like answer, but it is, what it is
When it comes to my law practice, I have an open phone call policy. I entertain phone calls from fin...
When it comes to my law practice, I have an open phone call policy. I entertain phone calls from fin...
Years ago, a lot of financial advisors weren’t aware of their role as a retirement plan advisor wh...
My experience at law school could probably be summed up by one event. For first-year law students, t...
I am always against conflict of interest, going back to the day pre-fee disclosure when producing th...
My most famous and most read articles has been the series of articles concerning my opinion that the...
Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my b...
A friend of mine and I were talking about a financial advisor that we knew that had a tremendous and...
Too often brokers and financial advisors think about their client’s retirement plan needs and only...
There are many third-party administrators (TPAs) that I know based on working with them or based on ...
Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judge’s opin...