Recent Articles
The voters have spoken, and we’ve elected a new President and Congress.
September brings autumn temperatures, back-to-school vibes, and the return of the pumpkin spice latte. But September...
Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...