Broker Check

Blog

Wednesday, August 19, 2020

I just received a very professional sounding automated call from (what was claimed to be) the Los Angeles Department of Water and Power on my cellphone. The automated phone message stated that because they hadn't yet received my...

 

Thursday, June 15, 2017

When Offering Participant-Directed Accounts, Electing 404(c) is a No-Brainer for Plan Fiduciaries By Bradford D. Creger, President & CEO Although § 404(c) is among the most often discussed provisions of ERISA, in my experience it...

 

Monday, May 15, 2017

You retirement plan advisor (“RPA”) probably uses a fee benchmarking report to justify the “reasonableness” of the investment advisory fees that your retirement plan is paying... but are using these reports a good idea?

 

Wednesday, April 12, 2017

Is Your Retirement Plan Advisor Overcharging Your Plan? By Bradford D. Creger, President & CEO Now that the new DOL Fiduciary Rule has forever changed the retirement advice landscape, I must ask… Is your retirement plan advisor...

 

Wednesday, March 1, 2017

Investors may be forever financially devastated when our current market cycle concludes. As history has shown, market P/E Crashes are a mathematical certainty. The real question is who will have prepared their portfolio in advance and...

 

Show All

Tuesday, May 17, 2016

Brad Creger, author and President/CEO of Total Financial Resource Group, Inc. relates the personal experiences that have led him to value and implement proper disability planning as part of every well thought-out financial plan....

 

Thursday, March 10, 2016

Brad Creger, author and President/CEO of BFF Financial, Inc., takes his cue from St. Patrick’s Day to illustrate how investors get fooled into thinking their assets are diversified when they are only spread out between one asset...

 

Wednesday, July 22, 2015

Brad Creger, President/ CEO of BFF Financial, Inc., will team with Jack Canfield and several leading experts from various industries to release the new book, “The Soul of Success Vol 2: The world’s leading entrepreneurs and...