SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation
Don’t Fear the Ruling Here’s what the Court Found How advisors can benefit from this ruling This ruling will not change anytime soon Here are some next steps for advisors Just when you thought Reg-BI was enough to worry about, a new court ruling just set a new standard for advising employer-plans. Intel lost a...Read More
Turbocharge Your Plan Prospecting
Yon Perullo and Daniel Satchkov discuss how RiXtrema’s Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.
Learn how to do Content Marketing the Right Way as a Financial Advisor
Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed enough on creating original content.
Global Oil War
Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19 is not the only story affecting financial markets, though its effect is a sheer massacre. The S&P 500 has dropped 30% in a matter of...Read More
How Fast? Historically Fast.
Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to do the research, but luckily others did. The folks at Bank of America did the leg work, and CNBC did the reporting to show that...Read More
A Tale of Ignorance And Danger of Rash Decisions
Who is Zoom Technologies Inc.? Markets are “efficient”, right? Let’s all just take a deep breath In my last article, I made a mistake that thousands of investors are making. Now, A case of mistaken identity is shooting or zooming an unlikely stock to unreasonable highs. It’s a story of irrational exuberance or investor stupidity....Read More
Coronavirus is a Beta Test For Remote Work
Remote-work software companies Quarantine may kickstart remote work We will emerge from Coronavirus, but do we evolve or resume? My most positive outlook Ease client concerns during this challenging time Pandemonium was palpable last week as many of us began to feel a creeping sense of unease around the rate at which the Coronavirus is...Read More
How’s VaR working out?
If there is one theme that underpins our writing on risk, it is that stress testing and scenario analysis are far superior to value at risk (VaR) measures. It is clear that VaR is not made for the market moves that we have been experiencing. If we use normal distributions, which is the foundation of...Read More
Can a plan have too many Funds
Key Talking Points Can the menu be too small? A Diversified Plan Menu Summary It shouldn’t be surprising that a plan which had over 200 options for participants to choose from in its plan menu is settling its lawsuit. More than 10 times the average plan! The issue of plan menu size can be part...Read More
Panic at the Disco!
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.