GAINPLAN

Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • February 12, 2019

    What We're Reading This Week

    This week we’re reading about clients being overcharged in mutual funds and the SEC’s push to settle these claims. Also, the surprising stuff happening in Venezuela at one of the largest oil refineries. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • January 28, 2019

    Should You Contribute to a Roth IRA?

    Considering an IRA but not sure which is the right choice? Read on to learn some of the differences, as well as things to consider when deciding between a Roth or Traditional IRA. Read More

    Author: Thad Schlaud

    Topics: Industry Ideas

  • December 24, 2018

    What We're Reading This Week

    This week we’re reading about index funds and their role in the market. Surprisingly, we’re not reading much about bitcoin, which is a good thing. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • December 24, 2018

    End-Of-Year Deduction Planning

    As the year comes to an end, we look at some changes to the Tax Cuts and Jobs Act that could affect your tax deductions. Read on for more. Read More

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • September 17, 2018

    What We're Reading This Week

    This week we’re exploring some interesting activities Elon Musk is partaking in, and Apple’s $1 trillion valuation leaves critics skeptical of the company’s tactics. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

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