Blog 3 Columns

Everyone has a prediction for 2019. I am with Yogi Berra when he says that ‘making predictions is hard, especially about the future’. However, I will go ahead and...

15 Weekly Stats for Financial Advisors: Week of January 7, 2019

Daniel Satchkov

07 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...

5 Articles for the Financial Advisor Weekend Reading List: January 5-6, 2019

Daniel Satchkov

04 Jan 2019

Here are five suggested articles for financial advisors to read this weekend: 1. When Skynet Runs Beauty Contests: Watch Out! – When reading the headlines of today’s financial press, which...

The Importance of Helping Plan Participants During Market Volatility

Daniel Satchkov

02 Jan 2019

It is easy to feel good when the market is always in the positive trend, when a volatility is muted and does not bother investor staying most of the time...

When Skynet Runs Beauty Contests: Watch Out!

Daniel Satchkov

02 Jan 2019

When reading the headlines of today’s financial press, which has more and more turned into infotainment, it is easy to forget why we as a society actually invest in the...

15 Weekly Stats for Financial Advisors: Week of January 1, 2019

Daniel Satchkov

01 Jan 2019

Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary Asset

Daniel Satchkov

31 Dec 2018

15 months ago we wrote a blog entry asking if Bitcoin will ever be an asset that fiduciaries can recommend i.e. if it can grow out of a speculative mania...

Great Deleveraging and Market Panic: Are We There Yet?

Daniel Satchkov

27 Dec 2018

Clearly, stock market feels different now than it did at any point over the last few years. In this note we will look at two important indicators to understand if...

Case Study: How to be the First to Analyze Your Prospects Latest 5500 Filing

Daniel Satchkov

27 Dec 2018

The Ask Our client, a small RIA, was looking to win more 401K business. She has been targeting a good prospect for months using a drip campaign, and wanted to...