In the realm of retirement plan oversight, the roles of 3(21) and 3(38) advisors stand out for their critical contributions to fiduciary responsibility and risk management. Understanding these roles and leveraging our expertise as a 3(21)or 3(38) advisor is key to enhancing your retirement plan's effectiveness while mitigating fiduciary liability.

Taxable brokerage accounts are great and shouldn’t get a bad rap (and I am willing to die on this hill). Taxable brokerage accounts tend to be considered less than favorable, but why does my opinion differ from popular belief?

Which is the better financial move in 2024: renting or buying?

In today’s rapidly changing world, I consider it essential to keep ourselves informed about the forces shaping our economy and financial markets. One book I recently re-read is a must-read for gaining a deeper understanding...