Savings & Investments

Like most advisors, I thought I had a pretty good idea of how the general public was feeling about retirement until I read the 85+ comments spurred by this post on NPR’s Facebook fan page…

Posted by
April 4, 2014

Pierre Bossaert, Vice President of Product at Fiserv, recently wrote an article entitled, “Advisors Must Expand Product Offerings and Approach”. In the piece, Bossaert addresses one of the most imminent challenges faced by the financial services industry today: How can advisors remain relevant to “NextGen” investors? NextGen (Gen X + Gen Y) investors are a vastly different breed […]

Carolyn McRae
Posted by
May 16, 2013
Find more posts like this in: Savings & Investments, Scalable Advisor

30 Rock and Roth? Yesterday, before my favorite Thursday night NBC shows aired, I outlined this post. It was all about the lack of financial literacy in this country, most apparent in our youth, and how the education system isn’t doing much about it, etcetera, etcetera. But it didn’t get much further than that… Until […]

DJ
Posted by
March 22, 2012
Find more posts like this in: Opinion, Savings & Investments

Our friend Sean Park delivered an excellent presentation at Lift 12 on the future of finance. His prediction: the finance industry is at the beginning of a revolution. A startup-driven paradigm shift in the industry. The reinvention of finance is happening now, and Sean’s meta-startup Anthemis Group is partially responsible. Anthemis is a startup that invests […]

DJ
Posted by
March 15, 2012
Find more posts like this in: Did you know ..., Savings & Investments

My friend Carl Richards recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf. At Blueleaf we’ve learned something fascinating and (to some) counterintuitive. It turns out the information can make you feel better, calmer and more in control. That’s right:
More information = Feeling in control = More peace of mind. But it has to be the right kind of information …

John Prendergast
Posted by
June 14, 2011
Find more posts like this in: Savings & Investments, Scalable Advisor

Yes, it’s another important question that’s hard to answer…unless you’re using Blueleaf. You could just look up the stocks you own, and find out how many shares of AAPL you have. And if you don’t own Apple stock you’re done, right? Well…not quite. What about the mutual funds you own? Do you know the which stocks are in each, and how much? The best way to do this used to be look up the fund on the web, and go to town with your favorite spreadsheet application.

John Prendergast
Posted by
June 8, 2011
Find more posts like this in: Blueleaf Updates, Savings & Investments

The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We want to give them transparency and a complete view of their money that helps make everything clear and simple to understand. It started as a “make something useful for us” strategy. On the path there, advisors started to contact us about using Blueleaf with their clients, and we learned a few important things. Advisors had challenges serving people like us, the “mass-affluent,” and as a result the number of exceptional advisors serving our market was limited. So we got to work …

John Prendergast
Posted by
June 7, 2011
Find more posts like this in: Savings & Investments, Scalable Advisor

For a long time I’ve been frustrated that no matter where I hold my savings and retirement accounts, I can’t find out what kind of returns I’m getting.
Seems strange, right? Most people want to know the market returns of their investments — for example, I might like to know how my particular investment choices compare to an index like the S&P 500 — but most financial institutions …

John Prendergast
Posted by
June 1, 2011
Find more posts like this in: Blueleaf Updates, Savings & Investments

This week on @blueleaf we linked a number of great articles. We hope you enjoy our weekly link round-up below. Cheap Houses, Poor Workers – Buttonwood Gross On The Deficit, and Big Blue Chips – Guru Investor Never Say Never Again – Monevator How A Synthetic ETF Works – Monevator The Decline Of U.S. Stocks […]

John Prendergast
Posted by
May 27, 2011
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Enjoy the weekly link round-up below for the week on May 20, 2011, and follow us at @blueleaf! Can There Be No Risk Retirement? – Go To Retirement Deceptive Returns – Barel Karsan New Careers, Thanks To The Internet – Cash Money Life Charles Schwab To Offer Index-Only 401k Plans – NYT Bucks In Defense […]

John Prendergast
Posted by
May 20, 2011
Find more posts like this in: Savings & Investments