Countdown to Retirement – Serving your Future Self

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We work with many University professors and administrators and have come to understand some common characteristics. With countless students to support, articles to be published, conferences to prepare for, and research topics all clamoring for attention, retirement is not top of mind. If you are NOT a University professor, you likely have your own list of […]

Still a Fiduciary After All These Years

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There has been a lot of talk and media coverage during the past couple of years in the financial services world about fiduciary standards due to a regulation proposed by the Department of Labor in 2016. This ill-fated rule which met its official demise in June of 2018 required that anyone giving financial advice on […]