Making a positive impact where we work and live
Quest’s 2021 Corporate Responsibility Report provides information regarding the company’s approach to environmental, social, and governance (ESG) issues and features...
life insurance
Everything You Always Wanted to Know About Rate of Return
I’ll be honest with you—writing this post makes me feel a bit like Jack Nicholson’s character in the movie “A...
Facts vs Fiction: Five myths of ETF liquidity and trading
This is why mutual funds, the older sibling of ETFs, don’t report volume. Volume does exist for mutual funds, but...
Are you overpaying for life insurance?
Life insurance isn’t the cheapest thing in the world. However, cost is a key reason some people refrain from getting...
Make aging less hard with Haven Life Plus
Five ways the Haven Life Plus bonus rider — available at no cost to eligible Haven Term policyholders— can ease...
Life insurance laboratory collaboration study: $4 billion tobacco misrepresentation cost to the life insurance industry that is getting worse with time
Authored by: Doug Ingle, FALU, FLMI, Doug Ingle Underwriting Research LLC American Para Professional Systems, Clinical Reference Labs, ExamOne, and...
Retirement Expenses Are Too Hard to Predict
All this uncertainty makes planning for retirement harder. Consider: Someone making average earnings, about $70,000 per year, at 65, needs...
10 Things Top RIAs Did Differently From Rivals in 2021
Despite the ongoing COVID-19 pandemic and other challenges, RIA firms saw “tremendous growth” in 2021, according to Charles Schwab’s 2022 RIA...
GMO's Grantham: S&P 500 Could Drop Another 25% in the Next Year
What You Need to Know Fair value for the S&P 500 could be about 3,000 a year from now, and...
How COVID and recession uncertainty are impacting real estate alternatives
While non-discretionary retail, such as grocery stores and pharmacies, has been very operational in the pandemic and investors have had...
