Mad Cats, Free Dollars & Monetary Policy Fat Cats
“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,” the Cat went on, “you see a dog growls when...Read More
Thursday, March 19, 2026
Blog 4 Columns – Masonry
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Case Study: Compare an Annuity to an Alternative Investment Portfolio
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed...Read More
15 Weekly Stats for Financial Advisors: Week of March 18, 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...Read More
Video: Fulfill Your Fiduciary Duty of Continuous Plan Monitoring
As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs Edison. When defendants in that case argued that they need...Read More
The Deep Internet: Why Bitcoin and Crypto Must Beat Centralized Platforms or Die
There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply, it will make sense of the future of cryptocurrency for you. Pretty ambitious.
What Does it Take to Become a Successful Digital Marketing Fiduciary?
The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how to explain fiduciary responsibility to a potential client or prospects....Read More
11 Client Acquisition Tips for Financial Advisors
Blog, blog, blog Be Original Having a Target Market Makes you Memorable! A Bit of Networking can go a Long Way Know Your Numbers Modernize Improvise Hold a Free Seminar...Read More
Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity
The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms of cost-efficiency but also in terms of diversification. While cost-efficiency...Read More
15 Weekly Stats for Financial Advisors: Week of March 11, 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...Read More
How Vanguard is Staying Competitive with Robo Advisors
The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years...Read More
Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...Read More
They are Watching You: The Evolution of AI in Public Spaces
Cameras are everywhere. They are always watching you. We know this. In the US, it seems every outburst is caught on video and shared via social media. Cell phone and...Read More