More Stimulus, Anticipated Biden Tax Changes, New Pac Life VA w/Fee-Friendly Riders, Advisor Portal, ESG Index Addition, How we Got StreetCred, and Saying “Goodbye” to a North Beach Legend As we thaw from our long pandemic winter, newly minted President Joe Biden’s ambitious policies, or the hints thereof, have begun to take shape. Will his...Continue Reading
RetireOne News and Notes – 4th Quarter – 2020 Surviving 2020, Introducing IndexMax ADVSM, Advisor Collaboration Lab Thank You, New Advisor Portal, Retire One: Peas and Mushrooms, and Bearing Witness We are in this liminal space now as we await the restoration of some normalcy to the planet. November announcements of the remarkable efficacy of the...Continue Reading
Wanna Feel Old?, FPA Academic Paper Finalists, RIAs Open to Annuities, New IOVA from Protective, Pac Life Partnership, and a Reckoning in Louisville More than three quarters over and no amount of EMDR seems capable of healing the 2020 trauma. At least the last quarter gave us NBA basketball in the bubble and fan-less major...Continue Reading
#SayHerName, Profound Uncertainty, Hedging a Second (First) Wave, Fund Fees Drop, Envestnet/FIDx, Halo, Retire Racism 2020 has been a year we’ll likely mark as the beginning of a great deal of change in this country. And we’re only half-way through. As leaders across the nation began to consider ways to safely reopen our COVID-smothered economy,...Continue Reading
Pandemic, Double Dutch, Let it Bleed, Such Great Heights, Protected Income Solutions, Adapt or Die, What RIAs can do with Annuities, and New Additions from Great American (Just in Time) We added a couple of new fixed-indexed annuities from Great American just in time for the Market’s March histrionics. Coming off the sound and fury...Continue Reading
This…is 2020, Fear of Bears, Schwabitrade, SECURE Act, How RIAs do Insurance, Louisville Slugging, Celebrating the Life of Dennis Collins The last quarter was huge for RetireOne. We integrated with Covr Financial Technologies and acquired the EF Legacy Securities broker-dealer from Edelman Financial Engines. Covr grew our insurance offerings, and the EFLS deal pushed us...Continue Reading
Saying “Farewell” to an Industry Giant, Women’s Equality Day, Equal Pay for Superior Play, Private Letter Ruling, Fee-Based Life, and Recession Worries/Sequence of Returns Risk In Memoriam On Thursday, October 3 Envestnet founder and CEO Jud Bergman and his wife Mary Miller-Bergman were tragically killed in an automobile accident in San Francisco. An impaired driver...Continue Reading
Hoo’s, Defense, FIAs, the 500th RIJ, Dynamic, Risk, Legislation, Trade War, Regulation, RegBI Opine, the “F” Word, Vanguard, Leo-nard Bernstein! Our titular inspiration for this quarter’s News and Notes comes from R.E.M.’s 1987 rap “It’s the end of the world as we know it (and I feel fine).” The song climbed to #69 on Billboard’s...Continue Reading
I started RetireOne® because the time had come for a new and better way to meet the needs of the millions of Americans who are falling short of retirement savings goals and who run the real risk of running out of money during their retirement. It was very strange to me that the solutions available...Continue Reading
