Feb 25, 2022

We all know that 401(k)’s are among the most popular retirement accounts.  But a survey by TDAmeritrade found that only 27% know how much they’re paying in fees.  The smaller the plan, the larger the fees, which can exceed 2%.  That can cost you tens of thousands of dollars over time.  How do you help your clients...

Feb 11, 2022

Extreme volatility in the stock market lately could mean a major selloff is just around the corner.  That’s according to Morgan Creek Capital Management CEO Mark Yusko.  Hear Steve explain how his planning strategies can help you combat both inflation and volatility in retirement.