Research and insight from retirement and risk experts at Larkspur-RiXtrema
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...
“Auto-enrollment revolution” in retirement plans is considered one of the most important innovations in investing and savings. It’s already recognized...
I agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement...
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An...
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...
As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs...
There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply,...
The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how...
Here are some smart, innovative ideas and suggestions from experts to get in front of your target audience and bring...
6 Best Practices In Client Communication For Financial Advisors
In our modern world, there are tons of ways to keep...
How Advisors Can Connect With Different Types of Clients
Advisors work with their clients to achieve some of...
15 Weekly Stats for Financial Advisors: Week of April 15, 2019
Matt Meyer and Michael Robinson are founders of The...
DOL Rule Fiduciary 2.0: What’s happened and What’s coming?
The fiduciary rule was initially supposed to be imp...
3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder
George Gilder, as an investment expert, certainly h...
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress t...
3 Advantages of Stress Testing vs. Traditional Risk Measures
What Is Stress Testing
Portfolio Stress Testing...
Case Study: Shining a Light on Revenue Sharing
The Ask
It’s practically the norm for the fees on ma...
Everyone wants helicopter money. Don’t you? (Part II of Mad Cats, Free Dollars & Policy Fat Cats)
We finished part 1 of Mad Cats, Free Dollars &...
A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains
When it comes to social impact of cryptocurrencies...
Mad Cats, Free Dollars & Monetary Policy Fat Cats
“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,”...