Blog 4 Columns

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Is Time Running Out for the Secure Act 2.0?

The Secure Act 2.0, which aims to expand access to retirement plans, needs to pass before January 3rd; otherwise it will need to be re-proposed to both houses. Although it is likely to pass eventually,  due to its bipartisan support, a failure to pass it soon could result in serious delays. 

FTX COLLAPSE: Risk Management Lessons to Save Your Money

The FTX collapse is a cautionary tale of many things, greed and hubris among them of course, but also a failure to really appreciate the importance of risk management. Many unsophisticated investors wonder why you would need to bother with complex models, when you can simply invest in an index fund or base your strategy on financial press hype. 

PDF Parser Quick Starting Guide

RiXtrema has developed the PDF Parser to enhance the Advisor Tech Market line-up with the flexible PDF document recognition tool. It will help save your time and effort by recognizing and extracting investment information with tickers and their respective values.