Blog Full With Right Sidebar

In 2019 with the DOL’s fiduciary rule in the ground, individual states are starting to pick up the mantle. Is this ongoing trend a positive or a negative one? Here are a few ideas for you to consider first: PRO Small scale...

15 Weekly Stats

15 Weekly Stats for Financial Advisors: Week of March 25, 2019

Daniel Satchkov

26 Mar 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 allows our partners to provide the highest...

Article Review

State and Local Government Employees Approve of Auto-Enrollment

Gennady Prokofyev

25 Mar 2019

“Auto-enrollment revolution” in retirement plans is considered one of the most important innovations in investing and savings. It’s already recognized by many behavioral economists and experts, such as Richard Thaler, Shlomo Benartze, as an option that will lead to better overall outcomes...

Article Review

New Technology is Bound to Change the Landscape of the Retirement System

Daniel Satchkov

22 Mar 2019

I agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement system. It is very clear that following the new tech trend is the game to be in. The early adopters of it...

Market Commentary

Mad Cats, Free Dollars & Monetary Policy Fat Cats

Daniel Satchkov

21 Mar 2019

“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,” the Cat went on, “you see a dog growls when it’s angry, and wags its tail when it’s pleased. Now I growl...

Annuities Case Study

Case Study: Compare an Annuity to an Alternative Investment Portfolio

Daniel Satchkov

21 Mar 2019

The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed income feature which makes it so attractive to investors looking to put...

Blog Full With Right Sidebar

Pros and Cons of State Fiduciary Rule Initiatives

15 Weekly Stats for Financial Advisors: Week of March 25, 2019

State and Local Government Employees Approve of Auto-Enrollment

New Technology is Bound to Change the Landscape of the Retirement System

Mad Cats, Free Dollars & Monetary Policy Fat Cats

Case Study: Compare an Annuity to an Alternative Investment Portfolio

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