How Amazon of 2018 is Facebook of 2015 & What Happens Next?
Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by this. But we all should be. After all, this is...Read More
15 Weekly Stats for Financial Advisors: Week of January 21, 2019
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
Video: A value investor in the world of zero interest rates and high frequency trading
We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active value managers felt for the past 9 years! This is...Read More
Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?
The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including PM May. But ‘rejected’ doesn’t begin to put the loss...Read More
Case Study: Selecting and Monitoring Target Date Funds
Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20% of all 401(k) plan assets and approximately 50% of all...Read More
New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown
A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact...Read More