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
15 Weekly Stats for Financial Advisors: Week of March 25, 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
New Technology is Bound to Change the Landscape of the Retirement System
I agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement system. It is very clear that following the new tech...Read More
Mad Cats, Free Dollars & Monetary Policy Fat Cats
“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,” the Cat went on, “you see a dog growls when...Read More
Case Study: Compare an Annuity to an Alternative Investment Portfolio
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed...Read More