Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
A FIA or a VA does not = SPIA
By Stan HaithcockJust because interest rates are as low as they were in Eisenhower's era doesnt mean a fixed indexed or variable annuity is an income-now solution.
May 07, 2013
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity TrapYou and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.
May 06, 2013
The investment income tax: Don’t get caught in the passive activity trapThe new 3.8 percent tax could leave affluent clients with a larger-than-expected bill.
May 06, 2013
The investment income tax: Don’t get caught in the passive activity trapThe new 3.8 percent tax could leave affluent clients with a larger-than-expected bill.
May 03, 2013
2013 SMA Managers of the Year: Envestnet Prima’s Jessica Leoncini on Fixed Income Awards—VideoInvestment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet | Prima Senior Investment Analyst Jessica Leoncini about the research behind the selection of the nominees and winners in the Fixed Income category.
May 03, 2013
Hancock has gender-based LTCI pricing OKs in 42 statesThe company has launched another new LTCI product in 47 states.
May 03, 2013
AIG reports 31% drop in 1Q net incomeThe company's other operations, including its mortgage insurance unit, reported operating losses of $152 million for the quarter.
May 03, 2013
AIG reports 31% drop in 1Q net incomeThe company's other operations, including its mortgage insurance unit, reported operating losses of $152 million for the quarter.