Email, Social Media, and Website Checkup

Compliance Approved Email Hosting Vendors All business related email communications must be properly archived. In order for our advisors to accomplish this, they need to be using one of the hosting vendors listed: Microsoft Office 365 GoogleApps RedTail Intermedia AppRiver Smarsh Microsoft Exchange (in-house server) If you are not receiving or know of someone who is … Read more

Thank you for a great night!

Thank you from the bottom of our hearts for making our largest annual fundraiser a success! With your help, the 2017 ISF Gala set a new fund-raising record and ISF will be able to reach even more students in 2018! Each year 25,000 young people in the US age out of foster care.  The vast majority … Read more

Focus… Just Focus

by Don Carlson & John Kailunas II Russians, Gen. Flynn, TPP, Alternative Facts, China, The Value of a Dollar, far left, Far right, Madonna, Taxes, Twitter, Facebook, 24-hour News Channels, Protesters, Republicans, Democrats, Emails, DOL, Taxes, Saturday Night Live, Executive Orders, right to life… it never ends. The news and noise continues to pour out … Read more

DOL Rule Update

On February 3rd, President Trump signed a presidential memorandum directing the Department of Labor to conduct a new “economic and legal analysis” regarding the Fiduciary Rule. This analysis will explore issues such as whether the current rule will harm investors, disrupt the financial services industry, cause an increase in litigation, increase the price of financial … Read more

What the DOL rule and the President’s Friday memorandum means to you and your clients

Washington D.C has been giving us some flashy headlines over the past few weeks; it’s almost head spinning. However, the news that has peaked our interest the most? The recent DOL rule memorandum, signed by President Trump, February 3, 2017. While media banners are running the gambit; from mainstream news channels reporting ‘Trump delays rule … Read more