Advisor News

Don’t Shirk Fiduciary Responsibility – Shift It

Over the past decade there has been a trend among states to create state-sponsored retirement...

Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...

In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...

Disruption → Innovation Even in the wake of so much uncertainty as a result of the...

It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...

The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...

AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...

The beginning of the year is a popular time for employers to review their retirement plans for...