Uncapped index annuities as an alternative to bonds
I recently attended a lecture with Roger Ibbotson, an emeritus finance professor from Yale business school, and had the opportunity to speak with him afterward. Ibbotson recently completed extensive historical…
How diversified is the S&P 500 Index?
The S&P 500 consists of 500 of the country’s largest publicly traded companies. These companies include the following sectors: energy, technology, consumer staples, consumer discretionary, financials, health care, industrial, materials,…
Think twice before naming your trust as the owner or beneficiary of your annuity
One of the major benefits of a deferred annuity is the ability to delay paying taxes on all of the gains. By kicking the tax-liability can down the road, you…
Why the Stock Market Doesn’t like Tariffs
In an effort to cut the trade gap and negotiate a more favorable trade agreement with China, President Trump recently announced tariffs of 25 percent on steel and 10 percent…
Annuities vs. modified endowment contracts
Although tax-deferred annuities will delay the due date of tax liability, taxes will eventually be due at some point because eventually the non-spousal beneficiaries will be required to take the…
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The Stock Market is Eyeing the Upcoming Presidential Election
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