by Jeff Goodnow | Jun 24, 2019 | 403(b) Resources
Back in 2003, one of our independent financial advisors approached us to discuss our willingness to start managing money in the workplace retirement market, specifically 403(b) accounts at a large university. Our initial reaction was “Absolutely not!” The 403(b)...
by Jeff Goodnow | Jun 20, 2019 | Podcasts
Welcome everyone to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible. Voice is the future and the future is voice! The podcast will be with myself and Manish Khatta,...
by Jeff Goodnow | Jun 10, 2019 | 403(b) Resources
It’s not very often an opportunity comes around where a financial advisor can make a tremendous difference in the lives of clients in need and add significant AUM to their book of business. The projected explosive growth of jobs in the healthcare and education sectors...
by Jeff Goodnow | Mar 14, 2018 | Investment Management
After many years of working, saving and investing for the future, many households eventually arrive at a point where they have accumulated significant assets, both in terms of number and value. I am talking not just about real assets such as houses, property,...
