Leveraging Technology To Ensure Compliance And Manage Risk In A Volatile Market
RiXtrema’s original software was a portfolio risk management system focused on stress testing.
Tuesday, December 16, 2025
Blog 3 Columns – Masonry
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SECURE 2.0: Over-Rated or Game-Changing?
The SECURE 2.0 Act was signed by President Biden on December 29, 2022 as part of the Consolidated Appropriations Act (CAA) of 2023.
How you may fail in portfolio risk (what to do about it) (Ep. 17)
Most financial advisors are using portfolio risk measures that are just extensions of a discredited method to measure risk; risks that led to several financial collapses.
Real Estate Dilemma
Not so long ago, we were in the age of “free money” when in 2020 the US Fed plunged interest rates down to 0% to boost economic activity during the pandemic.
Portfolio Reallocations Are on the Way
Financial advisors are increasingly drawn to alternative investment strategies as a means of navigating an economic environment that appears fraught with potential pitfalls.
3 Tips for 401(k) Plan Advisors in 2023
The end of January is a time to stop reflecting on last year and start really implementing changes in your professional life. For fiduciaries the focus is always on improving a plan’s governance and ensuring plan participants are satisfied with your work. Here are a few ideas for plan fiduciaries to consider in 2023.
The SECURE ACT 2.0 Is Now Law
After some concerns it would not get passed in time, but with no ‘controversy on substance’, the SECURE ACT 2.0 is now law.
War, Oil, and Your 401K: How to Manage Risk in Times of Market Uncertainty
The war in Ukraine has created uncertainty in the global oil market, which can lead to an increase in oil prices.
Why is silver leaving London Vaults? And is gold joining in?
The London silver vaults are looking increasingly depleted, and it is not immediately clear why. When we covered this story last year so much precious metal was leaving, it looked...Read More
Is Time Running Out for the Secure Act 2.0?
The Secure Act 2.0, which aims to expand access to retirement plans, needs to pass before January 3rd; otherwise it will need to be re-proposed to both houses. Although it is likely to pass eventually, due to its bipartisan support, a failure to pass it soon could result in serious delays.
FTX COLLAPSE: Risk Management Lessons to Save Your Money
The FTX collapse is a cautionary tale of many things, greed and hubris among them of course, but also a failure to really appreciate the importance of risk management. Many unsophisticated investors wonder why you would need to bother with complex models, when you can simply invest in an index fund or base your strategy on financial press hype.
Questions Plan Sponsors Should Ask Retirement Plan Advisers
The relationship with a financial adviser is key for retirement and the financial health of a plan sponsor’s employees. Advisers should become more knowledgeable not only about retirement, but also about other aspects of retirement planning.