Date: November, 2016

What We’re Reading this Week

Thad Schlaud

This week Thad Schlaud looks at the Trump Administration’s potential fiscal policies, why the Dodd-Frank act is at risk of being repealed… and kept, and why Facebook is not a credible news source. Check out what we’re reading this week…

Categories: Industry Ideas, News, The Market


Jeff Ivory

We love blogging about the Fiduciary Standard here.. But look out! The Best Interest Contract Exemption is a little clause that could undue all of the good created by the new standard.

Categories: Industry Ideas, News

The 4 When’s of Retirement Success

Retirement is a complex, confusing event for many individuals. In this week's blog, Nick Pagano takes a look at the importance of timing in regards to the 4 big "when's" of retirement.

Categories: Careers, Family