Blog Full With Right Sidebar

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 into TDFs. There are different reasons why...

Risk Management Risk Tolerance Using Larkspur-RiXtrema Tools

New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown

Daniel Satchkov

16 Jan 2019

A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the two sides don’t give in would have the biggest impact on your client’s portfolios. Economic effects of shorter shutdowns are generally minor...

Plan Fiduciary Plan Sponsors

How can Plan Advisors Grow their 401(k) Practice in 2019?

Daniel Satchkov

15 Jan 2019

With a new year, we have new challenges and ways to grow businesses. Changing political trends, regulations, and new technology could make navigating the 401(k) space challenging. However, that doesn’t mean there won’t be ways to succeed. Here are a few things...

Market Commentary

3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?

Daniel Satchkov

15 Jan 2019

Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of the Kardashians, Real Housewives of Wherever, the Bachelor(ette), the UFC and many other forms of entertainment. The government shutdown pitting Trump vs....

Fiduciary Assets Technical Advice

Cryptocurrency: Fiduciary Asset or Verrückt?

Daniel Satchkov

11 Jan 2019

Cryptocurrency: Fiduciary Asset or Verrückt[1] My colleague Daniel Satchkov has put forth a couple of compelling pieces (Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary Asset and 2019 Will Be The Year That Crypto Decouples From Equity...

Market Commentary

To Brexit or Not to Brexit

Daniel Satchkov

11 Jan 2019

As anyone following Brexit knows, it is a mess. With the March 29, 2019 deadline for the United Kingdom to leave the European Union fast approaching, there is a real chance that no deal will be struck. British Prime Minister Teresa May...

Blog Full With Right Sidebar

Case Study: Selecting and Monitoring Target Date Funds

New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown

How can Plan Advisors Grow their 401(k) Practice in 2019?

3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?

Cryptocurrency: Fiduciary Asset or Verrückt?

To Brexit or Not to Brexit

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