Recent Articles
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...
Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...