301.326.1521 • 
Recent Posts
Part 5: An understanding the advice is individualized and based on the needs of the retirement investorPart 4: The recommendation should be a primary basis for investment decisions
Part 3: A mutual understanding, arrangement or agreement, between the investor and the advisor
Part 2: Provide the advice on a regular basis
Part 1: Make investment or insurance recommendations for compensation
What is the 5-part test & why should Plan Sponsors care?
Controlling the uncontrollable, Part VII
Controlling the uncontrollable: Part VI
Controlling the uncontrollable: Part V
Controlling the uncontrollable: Part IV
Controlling the uncontrollable: Part III
Controlling the uncontrollable: Part II
Controlling the uncontrollable: Part I
When luxury pricing goes awry
A 1000 points here, a 1000 points there
Is this time different?
Market volatility in perspective
Why proprietary target date funds matter in a conversion
Key components of tax bill part 3
Key components of tax bill continued…