Blog Medium Without Sidebar

Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working with 401k plans, the fiduciary outlook and much more. Luke: Thank you again Nick for joining us for the interview. Before we begin could you give us a short introduction? Nick Fuller: Thanks for having me Luke. My name is Nick Fuller and I am based out of Tempe, Arizona. Born and raised here. My dad was in the Air Force but we just moved once and then came back. As for college, I’m an ASU Sun Devil and as...

Daniel Satchkov

27 Nov 2018

Analyzing Yield Curves to Position Your Clients’ Portfolios

The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market cap from the index. Similarly, the Nasdaq has fared worse with a 14.8% drop from its August peak while global markets have fared even worse, off more than 20% since highs in January 2018. These declines have investors wondering if this is a healthy correction or the ‘R’ word is lurking on the horizon. The ‘R’ word of course, is ‘recession’. And while top line metrics seem solid (see: GDP, unemployment), there are signs that cracks are forming in the foundation (see: housing starts, length...

Daniel Satchkov

26 Nov 2018

15 Useful Weekly Stats for Financial Advisors: Week of November 26, 2018

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 weekly update with permission: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

Daniel Satchkov

21 Nov 2018

Post DOL Fiduciary Rule Effect on Investors

The story of the Department of Labor fiduciary rule has been nothing else but a roller coaster ride. The ride which began in 2015 and initiated by President Obama’s administration, it peaked in June of 2017 after DOL fiduciary rule’s partial implementation, and finally, on June 21, 2018, the 5th Circuit Court of Appeals confirmed its decision to vacate the rule, which was thought to be the end of it. Currently, the Security and Exchange Commission is working on release of its own version of the DOL rule. Though, there are many questions if the SEC’s rule will provide similar benefits to investors, one thing becomes clear to all and...

Daniel Satchkov

21 Nov 2018

10 Articles for the Financial Advisor Thanksgiving Weekend Reading List

Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open Enrollment Period – The final weeks of the year are some of the busiest for financial advisors as they help their clients not only plan for the upcoming year but wrap up their planning for the current year before it ends. 2. Something Crazy’s About to Happen With That Generational Wealth Transfer – First it was $18 trillion, then $35 trillion, then $41 trillion—and now? Cerulli says cynical Gen X will seriously up the ante, transferring an astounding $68 trillion of wealth to heirs over the course of the next 25 years. 3....