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Over the past few decades, defined contribution (DC) plans have evolved from a supplemental retirement and savings vehicle to the primary one for many companies in the US.

HOW TO USE LARKSPUR EXECUTIVE PRO SUITE TO ACHIEVE SUSTAINABLE GROWTH

German Lee

13 Oct 2020

How to Use Larkspur Executive Pro Suite to Achieve Sustainable Growth

We at RiXtrema know that successful marketing comes down to daily actions. So, giving you the right direction with the right tools is a top priority of our Client Success team. Your Larkspur Executive PRO suite has many highly sophisticated technology perks.

How to write irresistable emails that must be opened

Colin Ward

13 Aug 2020

How to Write Irresistable Emails That Must be Opened

Not only are many of us too busy for marketing, but we’ve not practiced copywriting. As we learned in talking to a premier copywriter, Jack Turk, the secret is writing fast. Writing fast keeps you from over-thinking your language. You remember the old acronym: KISS. Well, here’s a friendly reminder to Keep IT Simple, Stupid. :)

German Lee

29 Jul 2020

Data Made Simple: How to Interpret Larkspur Executive’s Graphs

Show your fees are reasonable How to plot historical trends Costs vary by participants and AUM Tunnelvision can disguise weaknesses Interpreting data can be difficult, but here’s how Larkspur Executive...

German Lee

25 Jun 2019

Managing non-standard securities in 401kFiduciaryOptimizer

The Ask: As you know, the 401kFiduciaryOptimizer, is quite a flexible tool where you can work with both audited and non-audited retirement plans. You can even run a full scale...

Daniel Satchkov

10 May 2019

5 “Worst Practices” Every Financial Advisor Should Avoid

There are plenty of bad practices out there in the financial advisory space from conflicts of interest to being out of touch with your clients. But what should you avoid...

Daniel Satchkov

06 May 2019

Diversification by Twitter: How Trump’s Trade Tactics Are Changing Financial Markets

Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He also threatened to institute many new tariffs. According to his...