5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018
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%...Read More
Making Sure Your 401K Clients Get the Retirement Paycheck They Want
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...Read More
Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors
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...Read More
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 cap from the index. Similarly,...Read More
15 Useful Weekly Stats for Financial Advisors: Week of November 26, 2018
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...Read More
Post DOL Fiduciary Rule Effect on Investors
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,...Read More