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Posts tagged ‘DOL’

Will the DOL fiduciary proposal limit advice?



On a recent family vacation we had the privilege of meeting the “big heads,” as my son calls them. As I viewed Mount Rushmore I began to think about the hundreds of workers who created this monument. I wonder if they ever had a chance to realize the magnitude of their work and the impact it…

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Decoding the DOL Proposed Fiduciary Regulations



Are you the type of person who loves or hates change? I’ve found over the years that change is inevitable, so I try to focus in on the positives and keep my eyes ahead. Most of the time change pushes me to a better outcome because I am forced to rethink about the way things have always been done.…

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