RPI in the News
NPC Quarterly Adviser
“I tell my clients that they are my clients, not their money. I am as interested in them fulfilling their non-financial goals as much as their financials goals. Their happiness matters. Their health matters. Their relationships with their children and grandchildren matter. They matter.”
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Registered Rep Magazine
“Blaydes doesn’t recommend that anyone who’s planning for retirement get into an annuity until they’re at least 50 years or older; younger people get a better long-term return with a diversified portfolio at lower cost. Since annuities are tax-deferred, investors cannot withdraw their money before the age of 59 ½ without paying a 10 percent penalty, rules that also apply to IRA’s and 401(k) plans. Blaydes likes to put investors’ money in more than one insurer’s annuity at a time, a form of diversification in case one of the companies fails. He also likes to keep about 30 to 35 percent of a retiree’s portfolio in non-annuity products such as lower-cost mutual funds who growth could provide some protection against inflation.”
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The Hinsdalean
“There’s a certain feeling of helplessness when you have cancer. The financial part of it is something a person absolutely can control and absolutely affect the outcome. It also gives them a great feeling of taking care of their loved ones when they get their financial house in order. Doing that seems to be very important to people after a diagnosis”.
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Financial Advisor Magazine
“I have clients who are on their second, third or even fourth job loss. Dealing with the client’s emotional state is the most important thing at first. You have to give them the emotional and mental ability to deal with the situation, then deal with the finances.”
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SEI Press Release
“The combination of an advisor’s desire to learn best practices and their ability to access this valuable information may be the greatest differentiator between success and failure in our industry. Personally, I attribute much of my own achievements to this mantra. The key is finding access, such as through SEI, to the right mix of resources, insights and tools informed by the best practices of peers.”
Read More
“I tell my clients that they are my clients, not their money. I am as interested in them fulfilling their non-financial goals as much as their financials goals. Their happiness matters. Their health matters. Their relationships with their children and grandchildren matter. They matter.”
Read More
Registered Rep Magazine“Blaydes doesn’t recommend that anyone who’s planning for retirement get into an annuity until they’re at least 50 years or older; younger people get a better long-term return with a diversified portfolio at lower cost. Since annuities are tax-deferred, investors cannot withdraw their money before the age of 59 ½ without paying a 10 percent penalty, rules that also apply to IRA’s and 401(k) plans. Blaydes likes to put investors’ money in more than one insurer’s annuity at a time, a form of diversification in case one of the companies fails. He also likes to keep about 30 to 35 percent of a retiree’s portfolio in non-annuity products such as lower-cost mutual funds who growth could provide some protection against inflation.”
Read more
The Hinsdalean
“There’s a certain feeling of helplessness when you have cancer. The financial part of it is something a person absolutely can control and absolutely affect the outcome. It also gives them a great feeling of taking care of their loved ones when they get their financial house in order. Doing that seems to be very important to people after a diagnosis”.
Read More
Financial Advisor Magazine“I have clients who are on their second, third or even fourth job loss. Dealing with the client’s emotional state is the most important thing at first. You have to give them the emotional and mental ability to deal with the situation, then deal with the finances.”
Read More
SEI Press Release
“The combination of an advisor’s desire to learn best practices and their ability to access this valuable information may be the greatest differentiator between success and failure in our industry. Personally, I attribute much of my own achievements to this mantra. The key is finding access, such as through SEI, to the right mix of resources, insights and tools informed by the best practices of peers.”
Read More