In an uncertain market and economic environment, it pays to take advantage of all the sure things you can get. A prime example is paying down any debt you have, even mortgages and other loans that some might classify as...
Read MoreAsset location is a part of the investing strategy that involves deciding which investments to hold in which accounts, and taxes play an important role in this decision. Here are a few basic guidelines. Hold in Your...
Read MoreMutual funds are required by law to provide significant (or “material”) information to investors in the form of a prospectus. A prospectus is a legal document describing the history, organization, management, operations,...
Read MoreInflation has averaged 3.1% over the last 30 years. This might not seem like much, but this reported figure only tracks total goods and services purchased by the typical consumer. This is a good measure for the economy at large,...
Read MoreIt’s extremely important to understand the impact of withdrawals on a living benefit attached to an annuity contract. The most widely used living benefit today is the lifetime guaranteed minimum withdrawal benefit (Lifetime...
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