Economy & Markets
The important economic and stock market news that advisors need to know.
Look At The Hidden Costs Of VA Withdrawal Benefits
By Staff WriterWhile most equity portfolios lack effective protections against market downturns and longevity, variable and immediate annuities do offer guarantees.Among the most popular are some living ...
November 01, 2008
Fundamental Indexing: The Real Deal?For those not following the fundamental indexing phenomenon, here's a brief primer. Influenced by the 1999 technology stock bubble and its disastrous consequences for investors, Robert...
November 01, 2008
The Big PictureThere used to be a commercial for kosher franks which checked off all kinds of chemicals, dyes, meat byproducts and other additives the government allowed...
November 01, 2008
Russian LessonEarlier this year, when it became clear that the U.S. economy was at risk of a recession, some economists claimed that the global repercussions of...
November 01, 2008
Trust and ContextAmong all the numbers surrounding the current economic crisis--$700 billion for the bailout of the toxic mortgages (or will that be used to buy stock...
November 01, 2008
Research RevolutionFor years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...
October 27, 2008
Foreclosure marketsStockton, Calif. Las Vegas, Nev. Riverside, Calif. Bakersfield, Calif. Fort Lauderdale, Fla. Phoenix, Ariz. Sacramento, Calif. Orlando, Fla. Fresno, Calif. Oakland, Calif. Source: RealtyTrac U.S.
October 23, 2008
Ask the Expert: Positioning the guaranteed withdrawal benefitHow do I position the advantage of a fixed indexed annuity (FIA) having a guaranteed withdrawal benefit versus a managed payout fund?