Retirement Readiness

Lately, regulators have given substantial attention to the retirement landscape of the American workforce. This scrutiny has resulted in significant legislation fo-cused on the investment industry and its responsibility to help encourage the American workforce to be...

Michael Schwartz Receives CPFA Designation

Master’s Advisors proudly announces that Michael Schwartz, MBA, CRC, CPFA, has earned the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors (NAPA). From NAPA, “The Certified Plan Fiduciary Adviser (CPFA) credential...

It’s The Right Thing to Do

In April of this year, the Department of Labor (DOL) issued its much anticipated final rules that impose, among other things, fiduciary duties on advisors who recommend investments for all retirement plans, including Individual Retirement Accounts (IRAs). When the...

Consistency

I’m not a big New Year’s resolution guy, but for 2016 I have decided that I would make a commitment to focus on one theme or virtue per month and endeavor to apply it to my business and personal life. For January I have decided to focus on consistency. One definition...