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.
Chet Helck: The 2013 IA 25 Extended Profile
By Danielle AndrusWhen we began our interview, Chet Helck pointed out that he started in the financial industry as a customer.
May 08, 2013
3 underwriting success secrets for DI agentsHeres how to secure more approvals in less time with fewer disappointed clients.
May 08, 2013
A FIA or a VA does not = SPIAJust 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 08, 2013
A FIA or a VA does not = SPIAJust 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
Do you want to pay taxes now or later?Most Americans do not understand the progressive nature of income tax law. That's where you come in.
May 07, 2013
Do you want to pay taxes now or later?Most Americans do not understand the progressive nature of income tax law. That's where you come in.
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.