Question of the Month (August 2020): Social Security Integration

This question was discussed in detail during the August 2020 episode of the BIF Bites podcast! Assume that an 8% money purchase plan is to be integrated with Social Security. What is the plan’s maximum permitted disparity? Read More

August 2020: Breaking Into the Industry & Mini Question Palooza

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July 2020: Monetary vs. Fiscal Policy, Impact of Reg BI

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Question of the Month (July 2020): Economic Policy

This question was discussed in detail during the July 2020 episode of the BIF Bites podcast! What action will be taken by Congress or the Fed in an environment with high unemployment, falling stock prices, and declining consumer spending? Read More

Question of the Month (June 2020): Investment Suitability

This question was discussed in detail during the June 2020 episode of the BIF Bites podcast! Your young neighbor Suzy recently received $500 for her birthday. She is an aggressive investor and wants to get every penny invested right away. She also wants to invest the $100 she makes each month from her paper route. She is very interested in investments and knows that she should invest in a well-diversified portfolio. However, she also knows that she is still learning and could use some guidance from experts with experience. What type of investment would you recommend as the best fit for Suzy? Read More

CFP Formula Series: Covariance

Why is covariance important? Covariance is a statistical measure that offers advisors information on the general direction that assets tend to move. As a stand-alone data point, its practical applications are somewhat limited to basic asset inclusion decisions. Covariance also serves as a variable in the equations to solve for Beta and the standard deviation of a two-asset portfolio. In both of these equations, the information provided to an advisor on volatility and/or the variability of two-assets can more effectively guide portfolio design.   Read More

June 2020: Trend Following with Blueprint Investment Partners' CEO

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May 2020: A conversation with CFP® Board's John Loper

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A CFP® Exam Taker’s Guide to the SECURE Act

The SECURE Act is the largest and most comprehensive update to the CFP® Exam material since the Tax Cuts and Jobs Act. The July (now September) 2020 CFP® Exam is the first Exam to test the SECURE Act. In this video Mike and Jerry cover everything you need to know in order to answer any and all SECURE Act questions that come your way. Read More

April 2020: The CARES Act, Working from Home, Tax Credits

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