Oct 28, 2020 | DOL Fiduciary Rule, Investment Management, Kerstin Driscoll, Money Stress, Retirement Plan
When people lose money, they get upset. If employees get upset about losses in their 401k plan employers can be on the hook. If you do not want to be held responsible by the Department of Labor for your employee losses, you need to make sure the investment options in...
Oct 27, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
In case you weren’t aware, there is an election next week! What in the world does the outcome of this election mean for you and your investments? Is there anything you could do either before or after the election to be prepared for the potential short-term...
Oct 22, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
We have covered a wide range of topics in this ‘working with a financial professional – what you need to know’ video series. In this series, we have covered the following topics:✅ How advisors are paid✅ Recognizing conflicts of interest when working...
Oct 22, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Is it better to work with an individual financial advisor who conducts their practice more as a solo practitioner or an advisor who functions as part of a larger team? How can you tell if you have an individual or a team? What is the contingency plan if something...
Oct 7, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
✅ Have you ever visited a financial professional’s website only to discover they have an asset minimum? 📊 What is an asset minimum?! 💵 You have to have how much money to work with them?! Yikes! 🚪 Is this a legitimate reason to work with someone or just a...
