GAINPLAN

Insights

Welcome to our blog.

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

  • October 20, 2015

    What we're reading this week

    This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Family, Industry Ideas

  • October 20, 2015

    Your Money

    This month we decided to increase our market exposure, here's why Read More

    Author: Thad Schlaud

    Topics: News, The Market, Gainplan Facts, Industry Ideas

  • October 05, 2015

    Is your advisor a fiduciary?

    The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas