Mad Cats, Free Dollars & Monetary Policy Fat Cats
“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...Read More
Saturday, March 21, 2026
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Case Study: Compare an Annuity to an Alternative Investment Portfolio
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...Read More
15 Weekly Stats for Financial Advisors: Week of March 18, 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...Read More
Video: Fulfill Your Fiduciary Duty of Continuous Plan Monitoring
As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs Edison. When defendants in that case argued that they need 2-5 months to fix problems...Read More
The Deep Internet: Why Bitcoin and Crypto Must Beat Centralized Platforms or Die
There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply, it will make sense of the future of cryptocurrency for you. Pretty ambitious.
What Does it Take to Become a Successful Digital Marketing Fiduciary?
The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how to explain fiduciary responsibility to a potential client or prospects. It is important to remember...Read More