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Case Study: Identifying Fiduciary Risks with the Right Tools

Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they need a variety of specialized indicators can tell them if a plan may be at fiduciary risk so they can market their services to these prospects.

Daniel Satchkov

25 Feb 2019

15 Weekly Stats for Financial Advisors: Week of February 25, 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: 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

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 current investing style and strategy. Broadly, there are two major sources for the shocking loss: a write down of Kraft Heinz assets and massive unrealized losses in the liquid investment portfolio. Kraft Heinz Kraft Heinz had a slew of bad news lately culminating in a $15.4 B writedown on the value of its brands Kraft and Oscar Meyer. Kraft also posted $12.6 B loss and cut its dividend by 36%. On top of all that...

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 questions, and are seeking answers about the protections in place. Since cyber attacks can put any plan data and retirement savings under risk, Congress would like to ask the Government Accountability Office such important questions as: – What potential threats can potentially harm the U.S. retirement plan data and plan participants’ financial well-being? What actions do plan sponsors need to perform to ensure that their plan is protected, and their participants’ savings are adequately safeguarded?...

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 border a national emergency. And on Friday, this largely played out (though I also predicted that all of this would take place by January 21st and end the first shutdown). So, while I was correct on the ultimate outcome, I was off by a few weeks on the timing. But my other expectation was that all of this would have no effect on markets. And on this point, I stand with my original conclusion –...