How to Talk to Clients About Politics and Investing
What You Need to Know At their own peril, investors often correlate political viewpoints with market expectations. Advisors must be...
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Treasury Sold More I Bonds In October Than All of 2021
“Unprecedented volume put significant pressure and strain on the 20-year-old TreasuryDirect application. We tripled TreasuryDirect’s capacity last week and saw...
The Real Value of Annuities for Mass Affluent Retirees
Consider two retirees. Mary has a pension and Social Security that provide a combined $60,000 of annual income. John only...
Felon Who Ran Ponzi From Fraternity House Is Charged With Defrauding BDs
The SEC’s complaint charged Arbab and his five co-defendants — Tomas Javier Jimenez, 24, of Dunwoody, Georgia; Blake Douglas McKinney,...
What Annuities Can Do for Retirees That Traditional Fixed Income Can't
As Lau pointed out, traditional single premium immediate annuities today make up just a fraction of all annual annuity sales,...
Markets Rallying Prematurely on Fed Pivot Hopes: BlackRock
What You Need to Know Equities have yet to fully reflect recession and earnings risk, according to BlackRock. Interest rates...
Got Crushed in the Market? Harvest Losses to Lower Taxes
It’s because of the way mutual funds are structured; if other investors want to sell their shares, the fund often...
BEST Split Annuities: What is a split annuity
BEST Split Annuities: What is a split annuity Call Us Now What Is a Split-Annuity Strategy? A split-annuity strategy...
Why legacy planning is about preparing the people as well as the assets
“We talk about estate planning and the actual transfer of the financial assets to an heir or another generation since...
We Should Just Accept We're Going to Have a Blah Economy
This economy can’t go on forever. GDP may still be growing, but it’s at an anemic rate. And other indicators are...
