Blog 3 Columns

THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment...

Technology So Good – You Can Taste It (if you cook it right)

Daniel Satchkov

23 Aug 2019

Beyond Meat is the first publicly traded meat replacement company with one of the most successful large IPOs of 2019. Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the...

Reserve plan sponsors for your marketing with Plan of the Week

Colin Ward

22 Aug 2019

RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way...

Case Study: Here’s why your Risk Tolerance Questionnaire is failing you

Colin Ward

20 Aug 2019

Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile...

Great Recession Deja Vu?: What to say to ignore the peanut gallery

Colin Ward

16 Aug 2019

What do you tell fearful clients when they call to suddenly change their investment strategy because of the trending bearish media soundbite? Maybe it is easy to dismiss when the source is...

Capture Your Client’s Risk Profile with the PCT Questionnaire

Colin Ward

15 Aug 2019

Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important...

Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains

Daniel Satchkov

12 Aug 2019

When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in...

Case Study: How to take Prospecting to a New Level with Larkspur Executive’s Custom Trackable Marketing Letters (CTML)

Daniel Satchkov

06 Aug 2019

Here at Larkspur-RiXtrema, we understand retirement plan advisors. Over 10K plan advisors use our software, which is about a quarter of all plan advisors in the country. We understand how...