Maryland Fiduciary Bill Rejected by Lawmakers
Another great incentive initiated by the state of Maryland is rejected by the lawmakers of the state. The bill that was introduced in February of 2019 by the group of state...Read More
Case Study: Eliminate IRA Rollover Worries for Your Clients
The Ask When your client asks “What do I do with the money in my 401 (k) plan when I change jobs?” we can create a hypothetical scenario where a prospect/client...Read More
Suggested New Client Questions for Financial Advisors
There are a lot of questions must be asked by advisors when they meet with a qualified prospect or a new client. Here are a few that are quite important,...Read More
15 Weekly Stats for Financial Advisors: Week of April 1, 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
Everyone wants helicopter money. Don’t you? (Part II of Mad Cats, Free Dollars & Policy Fat Cats)
We finished part 1 of Mad Cats, Free Dollars & Policy Fat Cats with this quote that shows the core ideological tenet of so called Modern Monetary Theory: “Money is...Read More
Pros and Cons of State Fiduciary Rule Initiatives
In 2019 with the DOL’s fiduciary rule in the ground, individual states are starting to pick up the mantle. Is this ongoing trend a positive or a negative one? Here...Read More