Senators Intend to Create a Federal Retirement Commission
As reported by the National Tax Deferred Savings Association, bipartisan legislation is creating a new federal commission that’s going...Read More
Friday, December 19, 2025
Blog 4 Columns
Caption placed hereWeek of June 17, 2019
#6. – The 18-month recession that the United States experienced between December 2007 and June 2009 wiped out more than $7...Read More
What will new stipulations for CFPs mean for fiduciaries?
With all of the ongoing regulation by the SEC and DOL, it’s about time more parties join the ring. As...Read More
HOW FACEBOOK EXPLOITS YOU & WHAT IT MEANS FOR YOUR PORTFOLIO
Facebook is a company everyone loves to hate. But few people realize that Facebook’s scandals are almost completely predetermined by...Read More
House Passes the SECURE Act
On May 23, 2019, the House of Representatives passed the Secure Act, a bill backed by both Republicans and Democrats...Read More
Robo vs. Advisor
In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning....Read More
Case Study: Searching By Service Providers
Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans
Are investors moving away from active target date funds into their passive counterparts?
InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active...Read More