Blog
What’s on our mind? You can read about it in our blog. Keep checking in for new information and thanks for your interest!
Are You a Trusted Fiduciary?
I recently sat down (virtually of course!) with my long-time colleague, Neal Shikes, to talk about his experiences with retirement plan fiduciary issues. As a consultant and expert witness for both plaintiffs and defendants for many...
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Women & Investing: Take Control of Your Financial Future
As a financial consultant for many years, I’ve had the chance to meet many incredible women. From stay-at-home moms, to successful business owners, attorneys and professors, women face some unique financial challenges and risks.
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