Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients' Portfolios – The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market
In a recent article from Kitces.com, the main topic of discussion are the different ways that investors and advisors have been ensuring a retirement paycheck throughout the years. In the past, people have evolved from using a bond-based portfolio, to high-dividend paying stocks, to now
Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working with 401k plans, the fiduciary outlook and much more. Luke: Thank you again Nick for joining
The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market cap from the index. Similarly, the Nasdaq has fared worse with a 14.8% drop from its August peak while global
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest level of insurance
The story of the Department of Labor fiduciary rule has been nothing else but a roller coaster ride. The ride which began in 2015 and initiated by President Obama’s administration, it peaked in June of 2017 after DOL fiduciary rule's partial implementation, and finally, on
Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open Enrollment Period – The final weeks of the year are some of the busiest for financial advisors as they help their clients not only plan for the
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest level of insurance
Statistics show that average retirement plan balances have almost doubled over the past decade, and a large portion of it is now contained in target-date funds. According to Fidelity data, more than half of 401(k) plans hold 100% of their funds in target-date funds. Target-date funds
On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a response of the DOL to the President’s Executive Order signed on August 31, 2018 and aimed at liberalization of the Multiple Employer Plan (MEP) rules.