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.
To Insure Longevity Risk Or Not: That Is The Question
By Dennis L. CarrThe goal of retirement income planning is to convert the client's nest egg into a stream of inflation-adjusted income that will last the client's lifetime. ...
August 01, 2007
The Art of the ReferralRecently, after listening to me speak about the referral process, several advisors privately admitted that although they work by referral only, they could not recall...
July 31, 2007
Make the most of QCCsTaxpayers who are looking for an income tax deduction, yet don't want to give up title to real property to a charity, should consider making a qualified conservation contribution. A QCC is a contribution of a qualified real property interest to a
July 20, 2007
Earnings: Allstate, Torchmark, OthersLife and annuity operations did well at Allstate Corp. in the second quarter despite a sharp drop in sales of fixed deferred annuities.Allstate, Northbrook, Ill, ...
July 01, 2007
The "why" behind the GLWB explosionOne year ago, the first index annuities offering guaranteed lifetime withdrawal benefits were introduced. By the spring of this year a majority of top indexed carriers were offering GLWBs on at least some of their annuities, and almost all of the
June 30, 2007
The "why" behind the GLWB explosionOne year ago, the first index annuities offering guaranteed lifetime withdrawal benefits were introduced. By the spring of this year a majority of top indexed carriers were offering GLWBs on at least some of their annuities, and almost all of the
June 28, 2007
A Focus on Fixed IncomeMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...
June 28, 2007
Fixed-Income a Great Fit for RetirementFixed income is an asset class that offers plenty of upside for investors, in particular those planning for retirement. Yet, says Jim Tracy, national sales director for Minneapolis-based The Hartford Mutual Funds (a division of Hartford Life), many investors and financial advisors are more than a little wary of fixed...