The Roth Annuity: A Bright Star in Annuity Investing
By Robert Bloink, William H. ByrnesAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 16, 2016
7 ways to get the most from your brokerage agencyAll too often, advisors short-change themselves and their clients by failing to take advantage of the capabilities of a life insurance brokerage general agency.
December 15, 2016
SPIAs: A historical perspectiveLooking back on the history of SPIAs shows us their value for future generations.
December 15, 2016
SPIAs: A historical perspectiveLooking back on the history of SPIAs shows us their value for future generations.
December 15, 2016
Supreme Court Leaves Insider-Trading Law AloneInsiders who corruptly misuse corporate information are guilty of insider trading. Investment analysts who call up the companies and asking them questions, are not.
December 15, 2016
Michael Lewis' Portrait of Two Men Who Changed the WorldLewis book on Amos Tversky and Daniel Kahneman is an introduction to behavioral economics thinly disguised as a biography of its two protagonists.
December 14, 2016
Large Cracks Beginning To Form Under Robo-AdvisorsNow that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
December 14, 2016
DOL Fiduciary Rule's Fate: 3 Possible ScenariosEven if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
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