What role does your business need to play in helping you achieve financial freedom? 1. How do you see your involvement in your business changing or evolving in the future? 2. What’s your next great adventure after you leave your business? 3. Which obstacles do you think could derail your […]
Here are some compliance requirements to consider at the main stages of qualified retirement plan implementation and due diligence checklist to check if your plan complies. Check out this helpful resource from John Hancock below.
The LEAP Foundation asked me to give a talk to 400 young people on Money Management at UCLA today. It’s a one hour talk and that is a really big topic. Should I talk about the importance of having an investment philosophy? Should it be investing 101? Why invest? Where […]
THE VALUE OF TRUST Strong performance alone is no longer enough for investment management professionals to earn investors’ trust. Behavior – and the ability to demonstrate aligned interest – is also of foremost importance. GLOBAL PERSPECTIVE Investors worldwide say that trusting an investment manager to act in their best interest […]
Do you know how the the Paretto Principal rule – aka the 80/20 rule works in so many areas of life? The short explanation of the Principal is that 20% of the energy brings 80% of the positive outcomes. If you look around and consider it you will find that it is […]
Innovation in DC Plan Design Student debt is a growing problem that widens the wealth gap and delays your life. Click below for more.
Financial stress is a massive burden to employees and their employers and existing solutions don’t fix the entire problem. You can’t just app-ify people’s way to financial well being. At its core, financial wellness is a deeply complex, personalized and ever evolving process that happens over time with consistent attention […]
401(k) Workshop: Financial Wellness and Beyond Retirement readiness typically refers to being financially prepared for retirement, or the degree to which an individual is on target to meet his or her retirement-income goals so that the standard of living enjoyed while working will be maintained after retirement. Check out this […]
If you are part of the 68 percent of U.S. households that own a pet, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any […]
If you’ve heard of a Roth 401(k), you may be wondering how different it really is from a traditional 401(k). While these two types of 401(k) accounts have some similarities, they also have some pretty huge differences. Understanding the difference between a traditional 401(k) and Roth 401(k) is important. Access […]