Blog 4 Columns

The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed...

15 Useful Weekly Stats for Financial Advisors: Week of November 26, 2018

26 Nov 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Post DOL Fiduciary Rule Effect on Investors

Daniel Satchkov

21 Nov 2018

The story of the Department of Labor fiduciary rule has been nothing else but a roller coaster ride. The ride...

10 Articles for the Financial Advisor Thanksgiving Weekend Reading List

Daniel Satchkov

21 Nov 2018

Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open...

15 Weekly Stats: Week of November 19, 2018

Daniel Satchkov

19 Nov 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Significant Number of 401k Participants Relying on Target Date Funds

Daniel Satchkov

19 Nov 2018

Statistics show that average retirement plan balances have almost doubled over the past decade, and a large portion of it...

What The Future of Multiple Employer Plans Looks Like

Daniel Satchkov

19 Nov 2018

On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a...

5 Articles for the financial advisor weekend reading list: November 17-18, 2018

Daniel Satchkov

16 Nov 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements...