Online education is flourishing worldwide. The growth and popularity of online universities like the University of Phoenix have drawn mainline universities like Harvard, Yale, Princeton, Penn State and many others into the fold. Team-Treehouse, an independent firm providing technology education, has more than 50,000 current students learning to code.… Read More
2019 401(k) Excel: The Advisors’ Conference Dallas, TX October 29, 2019
2019 401(k) Excel: The Advisors’ Conference Dallas, TX October 28, 2019
The XY Planning Network and a fee only financial planner based in New York City (who is a member of XYPN) filed a lawsuit seeking to have Reg BI vacated. This is the second lawsuit brought against the SEC regarding … Read More
As I fly home this morning* from the great State of New York, I have read the 38 page complaint filed by eight states against the SEC regarding Reg BI. People have been asking me for my initial impressions…so here … Read More
In this podcast, I discuss my favorite hobby of travel hacking. The podcast covers the basics of what travel hacking is and how best to step in slowly to the hobby. Ultimately a bunch of tips are offered on how … Read More
401(k) Self Directed Brokerage Accounts: Fiduciary Considerations, 401(k) Fridays Podcast with Rick Unser This episode is a follow on conversation to an episode a few months ago where we talked about the operational aspects of self-directed brokerage accounts in workplace … Read More
J.P. Morgan 2019 Defined Contribution Summit New York, NY May 22, 2019
Cambridge Retirement Plan Summit Charlotte, NC May 16, 2019
Cambridge Retirement Plan Summit Charlotte, NC May 15, 2019