Blog 3 Columns

The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked us for help in contextualizing pertinent plan statistics and data...

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

Daniel Satchkov

22 Jan 2019

Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by this. But we all should be. After all, this is...

15 Weekly Stats for Financial Advisors: Week of January 21, 2019

Daniel Satchkov

22 Jan 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...

Video: A value investor in the world of zero interest rates and high frequency trading

Daniel Satchkov

21 Jan 2019

We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active value managers felt for the past 9 years! This is...

Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?

Daniel Satchkov

18 Jan 2019

The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including PM May. But ‘rejected’ doesn’t begin to put the loss...

Case Study: Selecting and Monitoring Target Date Funds

Daniel Satchkov

17 Jan 2019

Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20% of all 401(k) plan assets and approximately 50% of all...

New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown

Daniel Satchkov

16 Jan 2019

A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact...

How can Plan Advisors Grow their 401(k) Practice in 2019?

Daniel Satchkov

15 Jan 2019

With a new year, we have new challenges and ways to grow businesses. Changing political trends, regulations, and new technology could make navigating the 401(k) space challenging. However, that doesn’t...

3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?

Daniel Satchkov

15 Jan 2019

Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of the Kardashians, Real Housewives of Wherever, the Bachelor(ette), the UFC...