Blog Full With Both Sidebar

The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked us for help in contextualizing pertinent plan statistics and data points, but they also needed...

Market Commentary

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

Daniel Satchkov

22 Jan 2019

Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by this. But we all should be. After all, this is a company that was consistently...

15 Weekly Stats

15 Weekly Stats for Financial Advisors: Week of January 21, 2019

Daniel Satchkov

22 Jan 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...

Video: A value investor in the world of zero interest rates and high frequency trading

Daniel Satchkov

21 Jan 2019

We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active value managers felt for the past 9 years! This is a must see!

Market Commentary

Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?

Daniel Satchkov

18 Jan 2019

The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including PM May. But ‘rejected’ doesn’t begin to put the loss in context – the result...

Case Study

Case Study: Selecting and Monitoring Target Date Funds

Daniel Satchkov

17 Jan 2019

Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20% of all 401(k) plan assets and approximately 50% of all new 401(k) contributions are directed...

Blog Full With Both Sidebar

Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

15 Weekly Stats for Financial Advisors: Week of January 21, 2019

Video: A value investor in the world of zero interest rates and high frequency trading

Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?

Case Study: Selecting and Monitoring Target Date Funds

Vimeo Video

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