John Bogle – The Missing Narrative
RIP John Bogle – Warrior For The True Free Market John Bogle is dead at 89. Of course, every headline hails him as the founder of Vanguard group and a father of index investing. But...Read More
Friday, March 20, 2026
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New Portfolio Crash Test Scenario: Hard Brexit
If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger “Hard Brexit”. This would potentially cause severe short term (and even long term) market disruption...Read More
Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors
Plan sponsors are busy people and generally busy people are actively looking for more things to do. So, it is understandable if a plan sponsor is so content with the current state of their 401k that they don’t welcome the task of dealing with a new advisor who is recommending changes.One of our advisors asked how we could help them get through to a plan sponsor that is resisting the notion that the plan needs changes?
Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks
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...Read More
How Amazon of 2018 is Facebook of 2015 & What Happens Next?
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...Read More
15 Weekly Stats for Financial Advisors: Week of January 21, 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