I have worked in the retirement industry for most of my career. Throughout the years there have been many changes to retirement plan offerings, plan design, plan investment menus, web technology and employee education materials. The one thing that has been a constant throughout, is the participant’s desire...
It seems like every other day there’s another article published about the impact of the DOL Fiduciary rule. These articles vary from “interesting new perspectives,” to “if this Broker Dealer is going fee-only,” “that Broker Dealer is going commission only” and every angle between. It seems everyone wants...
“Where were you when I was 20?” This is a question that comes up at virtually every enrollment meeting. People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on...
“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” — Sir John Templeton With most major domestic stock market indices rallying sharply post-election, it’s natural for investors to question how long this rally can last – particularly when it occurs near...
