We Have Moved!

It’s official, we sold our building (unexpectedly!) and have moved in to our new office space, above the White Dog Café in Wayne! We are thrilled with our new, ultra modern space, which reflects one our core values – complete transparency (note the glass walls). But,...

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Time to get out of the 70’s!

We’ve been talking about the antiquated 403(b) sales system in PA school districts for years. The Investment News article provides a good summary of the resulting consequences for all teachers – poor products, high costs, lack of fiduciary representation, and no...

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403(b) Fee’s Beware, Please?

We thought you might be interested in reading the following article by New York Times columnist Tara Siegel Bernard on 403(b) fees.  The article raises a number of issues that we have been talking about for many years: Teachers are being ripped off by 403(b) products...

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