Blog Medium With Both Sidebar

Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k plan participants want help getting their finances in order, and plan sponsors have taken notice....

Daniel Satchkov

16 Aug 2018

Article Review: Rules Every Professional Fiduciary Must Follow

Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who...

Daniel Satchkov

16 Aug 2018

Selection of 401k Advisors through quantitative and qualitative measures

Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your 401(k) or 403(b) plan. He says that both quantitative and qualitative measures should be considered....

Daniel Satchkov

15 Aug 2018

5 Things You Can Do Right Now to Be a Better Financial Advisor

How can one excel above the competition as an advisor? Here are five things you can start doing right now to become a better financial advisor and in turn grow your business: 1. Avoid Conflicts-of-Interest...

Daniel Satchkov

14 Aug 2018

The Proof Is In The Pudding: How portfolio crash testing worked for me.

In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor decompositions, marginal contributions to risk,...