15 Weekly Stats for Financial Advisors: Week of January 21, 2019Daniel Satchkov22 Jan 2019Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Video: A value investor in the world of zero interest rates and high frequency tradingDaniel Satchkov21 Jan 2019We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active...Read More
Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?Daniel Satchkov18 Jan 2019The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including...Read More
Case Study: Selecting and Monitoring Target Date FundsDaniel Satchkov17 Jan 2019Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20%...Read More
New Portfolio Crash Test Scenario: 2019 Long Term Government ShutdownDaniel Satchkov16 Jan 2019A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the...Read More
How can Plan Advisors Grow their 401(k) Practice in 2019?Daniel Satchkov15 Jan 2019With a new year, we have new challenges and ways to grow businesses. Changing political trends, regulations, and new technology...Read More
3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?Daniel Satchkov15 Jan 2019Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of...Read More
Cryptocurrency: Fiduciary Asset or Verrückt?Daniel Satchkov11 Jan 2019Cryptocurrency: Fiduciary Asset or Verrückt[1] My colleague Daniel Satchkov has put forth a couple of compelling pieces (Why Bitcoin Drop...Read More