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Category: Investing

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ThinkAdvisor – Consider Fixed Annuities for Your Client’s Fixed-Income Portfolio

April 05, 2017

The following article by Ken Nuss, AnnuityAdvantage CEO and Founder, was published by ThinkAdvisor on April 5, 2017. To view the original version on the ThinkAdvisor website, visit: https://www.thinkadvisor.com/2017/04/05/consider-fixed-annuities-for-your-clients-fixed-in/ ### When interest rates rise, owning a fixed annuity may be safer for clients than investing in a bond fund, the author says. While most experienced agents… Read more

stock market chart - fixed indexed annuities
A Way to Get Some Stock-Market Upside without Any Downside

March 02, 2017

Fixed indexed annuities are complex financial products offering a way to protect principal while still getting growth. With the stock market seeming to reach new highs almost daily, investors face a quandary. They want to profit if the market stays strong. But many, especially older Americans, also fear the market is due for a major… Read more

U.S. News & World Report – Fixed Annuities Versus Bonds

February 07, 2017

Here’s an excerpt from a recent U.S. News & World Report article by Rebecca Lake outlining the pros and cons of fixed annuities compared to bonds for producing retirement income. “Fixed annuities and bonds are designed to help investors fill income gaps in their retirement plan. When ranking pre-retirees’ biggest investment stressors, running out of… Read more

Rising Annuity Rates Benefit Retirement Portfolios, AnnuityAdvantage Data Reveals

February 01, 2017

A good substitute for bonds and CDs, offering safe income without most of their drawbacks MEDFORD, OR–(Marketwired – February 01, 2017) – Annuity rates have gone up a bit recently, according to AnnuityAdvantage’s database of 290 fixed annuities from 35 insurers. They currently pay up to 3.40 percent for a 10-year annuity, up to 3.15… Read more

529 Plans

July 30, 2015

529 Lesson Plan: High Scores for 529 College Savings Program Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider the 529 college savings plan, an increasingly popular way to save for higher-education expenses,… Read more

Dollar-Cost Averaging

July 30, 2015

What Is Dollar-Cost Averaging? Every investor dreams of buying into the market at a low point, just before it hits an upswing, and garnering a large profit from selling at the market’s peak. But trying to predict market highs and lows is a feat no one has ever fully mastered, despite the claims by some… Read more

Stock and Bond Alternatives

July 30, 2015

What Stock and Bond Alternatives Do I Have? Many prudent investors may have at least some of their holdings in stocks, corporate bonds, or both. In fact, when most people think of “investing,” they think of Wall Street and the stock markets. Many fail to realize that there are a number of ways to invest… Read more

College Investment Options

July 30, 2015

What College Investment Options Do I Have? As tax laws change, college investment planning becomes increasingly complex. The most beneficial strategies for creating a college fund are quite similar to other investment tactics. Investment products that are tax deferred, tax exempt, or transferable without tax consequences can be especially advantageous. This could be even more… Read more

College Savings Plans

July 30, 2015

How Can I Save for My Child’s College Education? Once you’ve determined how much it could cost to send your children to college, your next prudent step is to develop a systematic investment plan that may help you to accumulate the necessary funds. What are your funding options? Which would be appropriate for your situation?… Read more

Asset Allocation

July 30, 2015

What Is Asset Allocation? Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it comes to investing: If you don’t know where you’re headed financially, then it is not as vital which investments make up… Read more