Selection of 401k Advisors through quantitative and qualitative measures
Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your 401(k) or 403(b) plan. He says that both quantitative and...Read More
What is the current biggest worry for Plan Sponsors?
With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look at when it comes to plan sponsors and their 401k...Read More
5 Things You Can Do Right Now to Be a Better Financial Advisor
How can one excel above the competition as an advisor? Here are five things you can start doing right now to become a better financial advisor and in turn grow...Read More
The Proof Is In The Pudding: How portfolio crash testing worked for me.
In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor...Read More
15 Weekly Stats: Week of August 13, 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
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It...Read More