Blog

What’s on our mind? You can read about it here – whether it’s ideas from the industry or emerging trends. We'll also throw in some other interesting tidbits we think you may find interesting or, at the very least, entertaining!  We hope you'll come back regularly to see what's new.

Wednesday, July 29, 2020

I recently sat down (virtually of course!) with my long-time colleague, Neal Shikes, to talk about his experiences with retirement plan fiduciary issues. As a consultant and expert witness for both plaintiffs and defendants for many...

Wednesday, February 5, 2020

As a financial consultant for many years, I’ve had the chance to meet many incredible women. From stay-at-home moms, to successful business owners, attorneys and professors, women face some unique financial challenges and risks....