Market & Economic Commentary | Spring 2015
By: Jim Scheinberg – May 29, 2015 Swimming Against the Currency In our Winter issue, we highlighted the dynamic created by last…
Fiduciary Commentary | Spring 2015
By: Brant Griffin – May 19, 2015 DOL Proposes Revised Fiduciary Rule Currently, the law governing standards of conduct for those performing…
Retirement Plan Tips for Radiology Practices
Jim Scheinberg’s article below on best tips for radiology practices is reposted with permission from imagingBiz.com. View the original PDF here. When…
Fiduciary Commentary | Winter 2014/2015
By: Brant Griffin – February 16, 2015 On February 2, 2015 the Fiscal Year 2016 Budget was released by the White House.…
Market & Economic Commentary | Winter 2014/2015
By: Jim Scheinberg – February 18, 2015 Oil’s not well… except at the North Pole The biggest story of the quarter, by far, was…
5 Revealing Truths About All Those 401(k) Marketing Calls & Emails
Why am I constantly being called and emailed by 401(k) advisors? What do they really want? (It can’t possibly be just two…
May Your Holidays Be Merry and Bright
During the holiday season, many of us choose to brighten our surroundings as well as our spirits by celebrating with light. Nothing…
Fall 2014 Market & Economic Commentary
By: Jim Scheinberg – November 7, 2014 We took an end of summer dip. Turns out the water’s still warm. In our…
IRS Announces 2015 Cost-of-Living Adjustments
By: Brant Griffin – November 6, 2014 On October 23, 2014 the IRS announced this year’s retirement-related cost of living adjustments. Because…
Fiduciary Commentary | Summer 2015