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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 –...

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?

Daniel Satchkov

19 Feb 2019

15 Weekly Stats for Financial Advisors: Week of February 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 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

Alexandr Starodubtsev

19 Feb 2019

Telling Your Clients that Investing Early For Retirement Is Vital

The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement is a must do for everyone and should be emphasized whenever possible. According to BlackRock’s 6thAnnual Global Investor Pulse Survey more than half of 27,000 respondents from 13 countries worry more about their current financial situation than about their retirement in the future. However, all of us hope for a better future, especially when the time will come to retire. If you look at the chart below, you can see that with every year of not saving for retirement now, the financial sacrifice in the future will be more substantial....

Case Study: How to Prospect Executives with Risk Assessment Report

Gennady Prokofyev

18 Feb 2019

Case Study: How to Prospect Executives with Risk Assessment Report

When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.