May 8, 2025 | 401(k), 401(k) Participant Education, Financial Advisors, Growing Advisors Business
The Hidden Opportunities in 401k Participant Education The first time I saw bottled water for sale, I thought it was absurd. I’m from Oregon, where clean, abundant water flows from the tap. I figured bottled water might work in drier states, but certainly not here....
Apr 23, 2024 | 403(b)/457, Financial Advisors, Growing Advisors Business
When I worked with high schoolers, one of my favorite games had them divide into three teams and then compete to solve a puzzle. But there was a twist: One team had the correct box cover, another team did not have a cover, and the third team had the wrong cover. The...
Jan 9, 2024 | 403(b)/457, Financial Advisors, Growing Advisors Business
The most powerful force in the Universe is compound interest. – Albert Einstein In 1984, the Portland Trailblazers selected Sam Bowie over Michael Jordan as their draft pick—and as the saying goes, the rest is history. Although Sam Bowie was a terrific...
Dec 13, 2023 | 403(b)/457, Financial Advisors, Growing Advisors Business
This past year, I’ve spoken about employee benefits and retention at several conferences around the country, and I’m particularly interested in the monthly separation rate for government employees. In 2020 and 2022, the numbers spiked, making it difficult for many...
Sep 25, 2023 | 403(b)/457, Financial Advisors, Growing Advisors Business
A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was a 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of...
