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Research and insight from retirement and risk experts at Larkspur-RiXtrema

Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks

The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked...

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by...

15 Weekly Stats for Financial Advisors: Week of January 21, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Video: A value investor in the world of zero interest rates and high frequency trading

We have done this deep research and created this amazing piece of intellectual deep thinking. Now we know what active...

Hard Brexit vs Cool Brexit: How Will Each Impact Your Clients’ Portfolios?

The news that Prime Minister Teresa May’s Brexit deal was rejected by Parliament was not particularly surprising to anyone, including...

Case Study: Selecting and Monitoring Target Date Funds

Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20%...

New Portfolio Crash Test Scenario: 2019 Long Term Government Shutdown

A scenario where there is a long-lasting shutdown, where the President does not declare a state of emergency, and the...

How can Plan Advisors Grow their 401(k) Practice in 2019?

With a new year, we have new challenges and ways to grow businesses. Changing political trends, regulations, and new technology...

3 Scenarios in the Trump Government Shutdown: How will it Impact Markets?

Trump vs. The Democrats: A Fight for the Ages! Americans love a good fight as evidenced by the popularity of...

Cryptocurrency: Fiduciary Asset or Verrückt?

Cryptocurrency: Fiduciary Asset or Verrückt[1] My colleague Daniel Satchkov has put forth a couple of compelling pieces (Why Bitcoin Drop...