Blog 3 Columns

The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement is a must do for everyone and should be emphasized...

Case Study: How to Prospect Executives with Risk Assessment Report

Gennady Prokofyev

18 Feb 2019

When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.

C’mon Baby, Tax the Rich: The Elephant In The Room

Yon Perullo

18 Feb 2019

I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes on the wealthiest Americans. I will start out by saying...

Why is QDIA Important?

Alexandr Starodubtsev

15 Feb 2019

I agree with the author of “Are Qualified Default Investment Alternatives (QDIAs) Good, Bad or Lazy “Choices”?” that QDIA should be an important component of any retirement plan. Besides the...

Case Study: What is Wealth Crash Test and How it can Help You

Daniel Satchkov

14 Feb 2019

Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.

Tax the Rich: Let Them Stop Eating Cake

Yon Perullo

14 Feb 2019

Taxing the rich is not a new idea by any means. But the call to take more money from them has become louder. People with some power to act have...

Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!

Yon Perullo

08 Feb 2019

On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite frankly, left me a bit puzzled. I understand why the...

How Cryptocurrency Can Still Take Over The Internet: Part II

Daniel Satchkov

04 Feb 2019

In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the mark or are simply disingenuous. At this point, I would...