More than Just a Slap on the Wrist
This is what happens when investment bankers are more interested in profits than their customers.
Categories:
News
Date: May, 2017
Are Old Financial Rules Hurting Your Retirement Plans?
There is quite a bit written about the retirement crisis in America. Do you ever wonder if there is a crisis?
SEC Approves 4x Leveraged ETF and 401(k) Growth
This week, Thad Schlaud reviews the previously SEC-approved quadruple leveraged ETF and the true reason 401(k) accounts are growing nationwide. These are insights you will not want to miss!
Big Data, Hidden Fees, and Unlikely Incidents
What do loan applications, pies, Teddy Roosevelt, and Minotaurs have in common? Well, you will have to check out Thad Schlaud's latest blog to find out!
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
Roth IRA 5-Year Rules
You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!
Categories:
Education,
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.
ETFs, Airlines, and the Changing Landscape of Investor Influence
While ETFs are most commonly utilized to reduce an investor’s risk through diversification, there are newly SEC-approved ETFs that look to take on four times the risk of a normal Exchange-Traded Fund. Join Thad Schlaud this week as he dives into two very different aspects of ETFs and what this could mean for investors moving forward.
Three Essential Components to Your Retirement Plan
In any retirement plan three of the main components are lifestyle readiness, investment performance, and debt strategy. If any one of these things are off track, it can have a significant influence on your retirement plan; or at least, your perception of your retirement plan. So, join Nick Pagano this week as he discuss possible ways to strengthen your financial plan, allowing you to sleep more soundly.
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!