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

A Look Behind Berkshire’s stunning $25.4B loss or How Warren learned to love the MOMO

Latest quarterly report from Berkshire Hathaway contains a wealth of interesting data. The holding company incurred $25.4B of investment losses....

Asking the Right Questions When it Comes to Retirement Plan Cybersecurity

Today, Cybersecurity is one of the key interests and a highly debated topics in congress, specifically in regards to retirement...

Emergency – SOS!

On January 15th I wrote an article in which I described that the most likely outcome to fund the government...

Case Study: How to Find Retirement Plans with Specific Investment Names

The Ask: Using the 401kFiduciaryOptimizer, our client has been targeting plan sponsors that are offering expensive plans lineups to their...

15 Weekly Stats for Financial Advisors: Week of February 18, 2019

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

Telling Your Clients that Investing Early For Retirement Is Vital

The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement...

Case Study: How to Prospect Executives with Risk Assessment Report

The Ask: When you’re looking for individuals that could be potentially good for prospecting, you need to search for names...

C’mon Baby, Tax the Rich: The Elephant In The Room

I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes...

Why is QDIA Important?

I agree with the author of “Are Qualified Default Investment Alternatives (QDIAs) Good, Bad or Lazy “Choices”?” that QDIA should...

Case Study: What is Wealth Crash Test and How it can Help You

The Ask Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can...