Contested Elections
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections.
Unspent Business Development Money
During a recent conversation with a savvy advisor (we’ll call him Greg), it was pointed out to me that 2020 has brought some challenges for advisors that are not immediately obvious to someone whose company designs and sells software solutions. Specifically, he mentioned that many advisors have business development accounts that they will struggle to utilize given the COVID-19 pandemic.
What Happens When Money Falls From The Sky?
The CARES ACT is not TARP CARES will help with the restart in a few ways Americans are getting $1200 this month but what about inflation? Short-run Economic Effects of...Read More
4 Habits To Forget Fear And Seize Growth From The Jaws Of this Crisis
This is not just another post in which I convince you that the Coronavirus is a tremendous threat or that to say home is a heroic mission. No, I don't need to convince you that the Coronavirus is a real danger, and some of us were already hermit introverts.
RIAs Beware! Small Mistakes Can Carry Expensive Fines For 401(k) Plan Sponsors
Fidelity is a Frequent 401(k) Lawsuit Defendant Oracle’s $12 million-mistake Market corrections are marketing opportunities Key Takeaways RiXtrema’s 401k Fiduciary Optimizer was created to help Financial Advisors inform plan sponsors...Read More
Here’s How You Can Take The Offensive While Competitors Hunker Down
Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this...Read More