What To Focus On: First – Goals, And Only Then – Portfolio
When discussing investment plans with clients, it always makes perfect sense for an advisor to talk about ‘why’ before ‘how much’. The ‘why’ for the investor is always the goal....Read More
How Bitcoin, Gold, Silver and CPI are related? A surprising answer in 1 minute!
In the rapidly evolving world of finance, staying ahead with accurate, timely research is paramount for financial advisors. Today, we delve into the remarkable capabilities of Remai, the AI financial...Read More
Understanding the Pitfalls of Value at Risk (VAR) in Investment Strategy
Introduction Welcome to another episode of Investing Counterpoint, where today we delve into the intricacies of Value at Risk (VAR), its application, strengths, and notable weaknesses in the face...Read More
How one plan tech early-adapter won 120 (!) plans over 3 years
Unlocking Doors with Innovative Tools It’s a pleasure to share insights from our successful journey with RiXtrema, a program that has significantly shaped our marketing strategies over the past three...Read More
Financial Predictions for 2024
New Year, New Economy Major financial and geopolitical risks loom over the global economies, but there is little consensus about the outlook for 2024. Nowhere is this clearer than among the...Read More
AI Tools Transform Finance
AI Transforms Finance Artificial intelligence (AI) tools have had a significant impact on the finance industry. They have upended finance in many different ways. Automated Trading: AI algorithms can analyze...Read More
Retirement Planning Problems Retirees Might Face
In the US, and around the world, there is a retirement planning crisis. Individuals are simply not properly preparing retirement. Unfortunately, many are hindered by economic factors like low wages, stagnant wage growth, and high living expenses.
Auto Enrollment Prepares Employees for Retirement
Vanguard’s annual report, “How America Saves,” reveals that employers are increasingly bolstering retirement plans with personalized financial services such as advice.
Rise of Fintech Startups: Transforming Traditional 401(k) Plan Advisory Services
Retirement planning has become a paramount concern for individuals seeking financial security in their golden years. Among the various retirement savings options available, 401(k) plans have gained significant popularity in the corporate world.