Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most glaring example of this is how

Leaving one job and starting another is a busy and sometimes stressful time.  In the rush of learning the ropes of a new position, you may forget about your 401K account with your old employer.  But, we highly recommend that you take that account with you when you go.  After all, if you aren’t at […]