What’s in Your Fiduciary File?

If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that should  Read more ➝

2019 Compliance Calendar

To help you stay ahead of the curve with important deadlines and filings, download our 2019 Compliance Calendar.     If you have any questions about deadlines or information requested, please contact us to discuss today!       Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP)  Read more ➝

A New Year’s Perspective

It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic decline can deliver a blow to  Read more ➝