Management Courtenay Shipley Management Courtenay Shipley

Fiduciary Misperceptions

On a recent LinkedIn Live, Chris Augelli from T. Rowe Price and I talked through common fiduciary misperceptions and what you SHOULD be paying attention to in your retirement plan. What can we learn from the litigation that’s been making headlines recently?

Read More
Management Courtenay Shipley Management Courtenay Shipley

Dear John Oliver: We Love You...But (Part 2)

If you missed Last Week Tonight with John Oliver: Retirement Plans (HBO) and his account of trying to set up a 401k plan for the show's staff, go back and watch! This is part TWO of the highlights along with our commentary where we point out where our pal went a little off course.

Read More