Asking The Right Questions About Equity Compensation

Published on September 23, 2024

Look for these prompts when clients broach the topic.

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The Best and Worst Investment Decisions I’ve Made

September 23, 2024
Today, I’m going to share stories about my best and worst investment decisions. Don’t worry, this isn’t just a brag-and-cringe session about making or losing money. These stories are about the valuable lessons learned, and how these adventures in investing helped shape my current approach.

Recommendations to the ERISA Advisory Council on QDIAs

September 23, 2024
The ERISA Advisory Council is conducting hearings on Qualified Default Investment Alternatives (QDIAs), seeking recommendations for improvements. The big challenge is making better decisions for people who do not want to engage.