Recent Articles
Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...
Unless you’ve been living in a cave, you know there’s a big election coming this November. (And even if you’ve been...
Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...
Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
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...
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...