Fiduciary Commentary | Spring 2018
By: Brant Griffin – May 23, 2018 Effective Financial Education: Why Financial Wellness Matters A decade after the great recession and the…
Market & Economic Commentary | Spring 2018
By: Jim Scheinberg – May 8, 2018 Going nowhere fast. The first quarter marked a changing of the guard from the low…
Fiduciary Commentary | Winter 2017/2018
By: Brant Griffin – March 2, 2018 The DOL New Fiduciary Rule – The Saga Continues It’s been a long road with…
Market & Economic Commentary | Winter 2017/2018
By: Jim Scheinberg – February 13, 2018 Your Captain Has Turned On The “Fasten Seatbelt” Sign. Clearly the smooth ride in the…
Fiduciary Commentary | Fall 2017
By: Brant Griffin – December 15, 2017 IRS Announces 2018 Cost-of-Living Adjustments On October 13, 2017 the IRS announced this year’s retirement-related…
The New Roaring Twenties? | Fall 2017 Market & Economic Commentary
By: Jim Scheinberg – November 3, 2017 The New Roaring Twenties? For the sake of my theory, please afford me some poetic,…
Fiduciary Commentary | Summer 2017
By: Brant Griffin – August 23, 2017 Focus on Vesting and Forfeitures IRS regulations provide a great deal of flexibility on the…
Market & Economic Commentary | Summer 2017
By: Jim Scheinberg – August 10, 2017 Goldilocks and the ZERO bears The first half of the year is behind us. Whether…
Fiduciary Commentary | Spring 2017
By: Brant Griffin – May 22, 2017 Tax Reform – Here we go Again In April 2017, President Trump revealed his administration’s…
Fiduciary Commentary | Summer 2018