Emergency – SOS!
On January 15th I wrote an article in which I described that the most likely outcome to fund the government was congress passing a bipartisan resolution while President Trump declares the situation at the southern...Read More
Friday, March 20, 2026
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Case Study: How to Find Retirement Plans with Specific Investment Names
By showing the sponsor better performing, more efficient lineups, he has won a lot of business. But many of his wins have come from clients that were with a particular provider. So he asked us how he could target sponsors that invest through that provider with high cost?
15 Weekly Stats for Financial Advisors: Week of February 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 an operational insurance platform that...Read More
Telling Your Clients that Investing Early For Retirement Is Vital
The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement is a must do for everyone and should be emphasized whenever possible. According to BlackRock’s...Read More
Case Study: How to Prospect Executives with Risk Assessment Report
When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.
C’mon Baby, Tax the Rich: The Elephant In The Room
I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes on the wealthiest Americans. I will start out by saying that I believe this to...Read More