Financial Services & Wealth Management News
August 29, 2021

A Financial Planner’s Field of Dreams – Part II

Head over to Part One to see the first five iconic scenes rewritten from your financial planner’s perspective! #5: “I did love this game. I’d have […]
August 29, 2021

Your Financial Planner’s Field of Dreams – Part I

Asking your financial planner to rewrite ten of the movie’s iconic scenes “Field of Dreams” is a 1989 baseball movie inspired by W.P. Kinsella’s 1982 novel […]
June 24, 2021

7 Ways to Reduce Fiduciary Liability

In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both large […]
June 24, 2021

To Bundle or Not to Bundle — What’s Best for Your Business Is the Question

Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services […]
June 24, 2021

Bitcoin: Coming to a 401(k) plan near you?

Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, […]
June 24, 2021

Subtract Inflation and It All Adds Up!

Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of […]