Welcome to our blog.

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


  • August 29, 2016

    The New Age of Retirement Planning

    In this month's edition of their joint blog, Chad Wotton and Thad Schlaud discuss the way to properly view your retirement planning throughout each stage of your working life - from your first job to your last and everything in between. Read More

    Author: Thad Schlaud

    Topics: Careers, Family, Life's Little Surprises, Industry Ideas

  • August 26, 2016

    What We're Reading this Week

    This week we look at the spacial properties of ice, the Federal Government's love of paper statements, and why "hustle" is not a good name to use in the finance industry. Check out what we're reading this week... Read More

    Author: Thad Schlaud

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

  • August 26, 2016

    Gainplanner Ben Klamo Passes his CFA Level 1 Exam

    This month, our own Ben Klamo passed the CFA level 1 exam, and the firm as a whole would like to congratulate him on this achievement. Read More

    Author: Chad Wotton

    Topics: Gainplan Facts

  • August 26, 2016

    "You Don't Know What You Don't Know"

    This week, Nick Pagano takes a look at a famous quote and its financial implications - you might not see this one coming... Read More

    Author: Nick Pagano

    Topics: Family, Education, Industry Ideas

  • August 22, 2016

    What We're Reading This Week

    This week we read about robo-advisors, Goldman Sachs' latest attempt to get into the retail banking game with "Marcus" and the ever prevalent topic of insider trading. Take a look at the latest industry action! Read More

    Author: Thad Schlaud

    Topics: Careers, News, Industry Ideas