The Fiduciary Rule and Financial Technology

It didn’t take the DOL ruling ("Final Rule") or a report by Cerulli Associates for blooom co-founders, Chris Costello and Kevin Conard, to understand that more than 70% of investors are missing out on access to much needed investment advice....

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Class of 2016 – Change the world, but try this first!

Change the world. Find your passion. Make a difference. The number of cliché phrases used as words of advice in commencement speeches would provide for a pretty great drinking game...which I’m sure already exists (à la, drink every time you...

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This is your brain. This is your brain on investing.

That, folks, is a human brain and in it resides why most of us struggle with investing. See that red section? That is the amygdala. It works the same for everyone - it is not influenced by a college degree,...

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Don’t Sacrifice Your Future

Don’t sacrifice your future: retirement vs children’s education Every parent, at some point, has made a decision to put their children’s needs ahead of their own. Starting from the moment your child becomes a part of your family, you’re putting...

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The “F” Word in the Financial Industry

What is this whole fiduciary thing and why is it important? Overhear the word “fiduciary” from across the room and you might think someone’s throwing around off-color insults. The Urban Dictionary definition isn’t exactly a term of endearment, but the...

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