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Everyone has a prediction for 2019. I am with Yogi Berra when he says that ‘making predictions is hard, especially about the future’. However, I will go ahead and make one. Diversification is a...

15 Weekly Stats

15 Weekly Stats for Financial Advisors: Week of January 7, 2019

Daniel Satchkov

07 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...

5 Articles for the Financial Advisor Weekend Reading List: January 5-6, 2019

Daniel Satchkov

04 Jan 2019

Here are five suggested articles for financial advisors to read this weekend: 1. When Skynet Runs Beauty Contests: Watch Out! – When reading the headlines of today’s financial press, which has more and more turned...

Plan Participants

The Importance of Helping Plan Participants During Market Volatility

Daniel Satchkov

02 Jan 2019

It is easy to feel good when the market is always in the positive trend, when a volatility is muted and does not bother investor staying most of the time off investor’s radar. In these...

Technical Advice

When Skynet Runs Beauty Contests: Watch Out!

Daniel Satchkov

02 Jan 2019

When reading the headlines of today’s financial press, which has more and more turned into infotainment, it is easy to forget why we as a society actually invest in the first place. Of course, it...