Passive vs. Active Investing: Which Strategy Wins?
This week we look at passive versus active investing, and is there a strong argument for using inefficiencies to beat market prices?
Category: Gainplan Facts
On a Quest for Good Customer Service
It happens to all of us, and sometimes even on a regular basis – bad customer service. The lack of customer or client service seems to be all around us, doesn’t it? Join Nick this week, as he looks into a few recent cases of poor customer service - from a personal to national scale.
Categories:
Gainplan Facts,
Industry Ideas
Asking the Right Question to Get the Right Answer
When searching for a financial advisor it is crucial to ask the right questions. Join Nick this week, as he looks to do just that, while expelling some of the myths commonly told to everyday investors.
Avoid ‘Me-First’ Advice and Ensure Fiduciary Responsibility
Jeff Ivory and Thad Schlaud are always on the lookout for good financial articles, especially as they pertain to fiduciaries. Unfortunately, they are usually disappointed, but nonetheless they are always looking. This week, Thad actually received an intriguing article from a client that sparked his interest; although there are a few adjustments he would like to make. Take a look!
If Everyone was a Fiduciary
Jeff recently found the best article on the Fiduciary Rule yet. Join him for a fresh take on a recurring topic...and maybe even a laugh!
A Heartfelt Christmas Message & Gainplan’s Success
As the Holidays are now upon us, Jeff Ivory looks back at the year that was in 2016 and forward to 2017 in his year end letter.
The Power of Compound Interest
Chad Wotton talks about why saving now is so important and how compound interest pays dividends, literally and figuratively, by doing so.
What Does Nick’s Doctor and Gainplan Have in Common?
This week Nick Pagano looks at the parallels between caring for patients and caring for clients, and the similar elements that make up financial and physical health.
Categories:
Gainplan Facts,
Industry Ideas
Fed Rate Hikes & Market Reactions: What You Need to Know
This week Thad Schlaud compares the current interest rate environment to Groundhog Day, explores its effect on municipal bonds,and explains how a Hillary Clinton emoji can get you invited to an innovation summit. Check out what we're reading this week...
Understanding the Fiduciary Standard and Why It Matters
This week Nick Pagano discusses the fiduciary standard and how it aligns with Gainplan's mission of customer service and top tier financial advice.