iPhone Loathing in China Or Why 43% Of All Statistics Are Worthless
Statistics is the art of never having to say you’re wrong. A statistician is a person who draws a mathematically precise line from an unwarranted assumption to a foregone conclusion. Statistician Folklore Reliable economic data today is hard to come by nowadays. Which is surprising given the sheer amount of economic information out there...Read More
2019 Will Be The Year That Crypto Decouples From Equity Markets
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 cornerstone of a good investment strategy and it will be back in 2019 in a big way. More so, Bitcoin...Read More
15 Weekly Stats for Financial Advisors: Week of January 7, 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 level of insurance access and support. We feature this weekly update with permission:...Read More
5 Articles for the Financial Advisor Weekend Reading List: January 5-6, 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 into infotainment, it is easy to forget why we as a society actually invest in the first place. 2. Great...Read More
The Importance of Helping Plan Participants During Market Volatility
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 times our investment strategy seems to be clear and we feel confident in our investment prowess. However, when volatility becomes...Read More
When Skynet Runs Beauty Contests: Watch Out!
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 is to make money, but that is just the motivator for the mechanism of something that is much more important....Read More
15 Weekly Stats for Financial Advisors: Week of January 1, 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 level of insurance access and support. We feature this weekly update with permission:...Read More
Why Bitcoin Drop Was Good and Why Cryptocurrency Just Might Become a Fiduciary Asset
15 months ago we wrote a blog entry asking if Bitcoin will ever be an asset that fiduciaries can recommend i.e. if it can grow out of a speculative mania phase. Paradoxically, we believe that we are closer to such a scenario after the tremendous declines experienced in 2018. Now, the Bitcoin community can all...Read More
Great Deleveraging and Market Panic: Are We There Yet?
Clearly, stock market feels different now than it did at any point over the last few years. In this note we will look at two important indicators to understand if we are facing a market rout or merely a correction. The two crucial indicators we will consider are junk spreads and Fed Funds Rate. As...Read More
Case Study: How to be the First to Analyze Your Prospects Latest 5500 Filing
The Ask Our client, a small RIA, was looking to win more 401K business. She has been targeting a good prospect for months using a drip campaign, and wanted to get a jump on the competition by being the first to analyze her prospects latest 5500 filing. What she hoped would be a compelling follow...Read More