The Importance of Helping Plan Participants During Market Volatility
It is easy to feel good when the market is always in the positive trend, when a volatility is muted and does not bother investor staying most of the time...Read More
When Skynet Runs Beauty Contests: Watch Out!
When reading the headlines of today’s financial press, which has more and more turned into infotainment, it is easy to forget why we as a society actually invest in the...Read More
15 Weekly Stats for Financial Advisors: Week of January 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
Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary Asset
15 months ago we wrote a blog entry asking if Bitcoin will ever be an asset that fiduciaries can recommend i.e. if it can grow out of a speculative mania...Read More
Great Deleveraging and Market Panic: Are We There Yet?
Clearly, stock market feels different now than it did at any point over the last few years. In this note we will look at two important indicators to understand if...Read More
Case Study: How to be the First to Analyze Your Prospects Latest 5500 Filing
The Ask Our client, a small RIA, was looking to win more 401K business. She has been targeting a good prospect for months using a drip campaign, and wanted to...Read More