Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability. For example, in the first quarter of 2020, the S&P 500 lost nearly 20% of its value, over $5...

June 6, 2022 Weekly Market Insights

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains. The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite index lost 0.98% for the week. The MSCI...

Retirement Realities

Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But,...

Can Group, Private Disability Policies Work Together?

According to the Social Security Administration, a 20-year-old has more than a 25% chance of becoming disabled before reaching retirement age.1 Loss of income for such a duration has the potential to cause significant financial hardship. And while Social Security...

May 31, 2022 Weekly Market Insights

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers. The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced 6.58%. The Nasdaq Composite index...