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...
Jan 10, 2023 | Financial Advisors, Growing Advisors Business, Retirement Readiness
People can understand simple things with ease, so “simple” is a great place to start when explaining new concepts to others. Focusing on simple concepts gives people a foundation where they can make connections and later build on those new ideas. But even seemingly...