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

  • January 28, 2019

    2018 IRA Contribution Reminder

    There is still time to contribute to your IRA for 2018. Read on for a review of IRA deductibility, and contribution eligibility. Read More

    Author: Chad Wotton

    Topics: Industry Ideas

  • January 10, 2019

    Goodbye 2018, Hello 2019

    Read on for a look back at last year’s market, and a glimpse into 2019. Is the market headed for collapse? Read More

    Author: David Martin

    Topics: News, The Market, 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

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