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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...

Daniel Satchkov

25 Feb 2019

A Look Behind Berkshire’s stunning $25.4B loss or How Warren learned to love the MOMO

Latest quarterly report from Berkshire Hathaway contains a wealth of interesting data. The holding company incurred $25.4B of investment losses. Let’s break down the sources first, then see what it tells us about Warren Buffett’s...

Gennady Prokofyev

21 Feb 2019

Asking the Right Questions When it Comes to Retirement Plan Cybersecurity

Today, Cybersecurity is one of the key interests and a highly debated topics in congress, specifically in regards to retirement plans, providers and plan sponsors (and participants). Congressional representatives have come up with 10 important...

Daniel Satchkov

20 Feb 2019

Emergency – SOS!

On January 15th I wrote an article in which I described that the most likely outcome to fund the government was congress passing a bipartisan resolution while President Trump declares the situation at the southern...

Daniel Satchkov

20 Feb 2019

Case Study: How to Find Retirement Plans with Specific Investment Names

By showing the sponsor better performing, more efficient lineups, he has won a lot of business. But many of his wins have come from clients that were with a particular provider. So he asked us how he could target sponsors that invest through that provider with high cost?