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...
Mar 21, 2023 | 403(b)/457, Financial Advisors, Growing Advisors Business
Unfortunately, recently I have needed a little bit more dental care than usual. My dentist has referred me to several specialists, and the specialist has always been more expensive than my local dentist, and most of the time, it is by a lot. The adage, “Riches are in...
