facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

News You Can Use

News & Insights

WHO IS LOURY BUN? Thumbnail

WHO IS LOURY BUN?

I would call my life a miracle and a blessing at the same time. My family came to the United States as refugees sponsored by my uncle in 1982....

Read More

WHO IS CHRISTINE GOODSELL?

It’s an interesting story about how I got into the Employee Benefits world. I had just graduated from college and in a brand-new job with a company that was going bankrupt...

Read More

TIPS FOR REDUCING STRESS

Make Time for Meetings and Completing Tasks - Segment your day to allow for meetings and the time necessary to complete tasks.

Read More

WHAT WOULD WARREN DO?

With market volatility dominating the headlines, many investors are looking for advice on how to proceed given the tumultuous climate.

Read More

DESIGNATED IRA BENEFICIARIES

I wanted to share another article from the Slott Report by Jim Glass about the importance of naming a designated beneficiary in an IRA. An IRA can be inherited by a beneficiary that is legal entity, such as a charity or an estate, but a...

Read More