WHY SHOULD YOU BE A 3(21) OR A 3(38) FIDUCIARY?
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants...Read More
Technology so good you can taste it.
Beyond Meat has had a wild first month of public trading, rising over 500% from the IPO price before a few analysts urged caution to those expecting incredible financial results....Read More
Week 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 trillion of real estate assets and stock portfolios. At the...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 reported recently by InvestmentNews, the CFP board will now be...Read More
How financial avisors can help clients overcome student debt
Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor...Read More