Advisor News Archives

What’s New At JULY

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...