Optimizing Fixed Annuity Tax Deferral
Recent research shows how fixed annuities can add value in the context of retirement income. In addition to being able to guarantee income for life, tax benefits are often advertised as a key advantage of using annuities. This article discusses the mechanics of tax deferral in annuity products.
US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International’s Gene Todd for a discussion about what they are keeping an eye on as investors.
The Number One Reason Prospects Will Reject You as Their Advisor
Virtually all advisors have the technical competence to construct a plan that will help a prospect. But most make a key mistake when they try to explain that plan, and it almost always causes them to lose the business.
2020 US Election: Inside the Candidates’ Retirement-Savings Policies
There have been plenty of headlines exploring what the November US elections might mean for the economy and markets. But it’s just as important to look at what they might have in store for defined contribution (DC) and other retirement vehicles, which more Americans than ever rely on.
University Students Worry: Being Corrupted the Moment they Walk into their First Job on Wall Street
Where is virtue on Wall Street? Princeton lecturer JC de Swaan, who is also a partner at the investment firm Cornwall Capital, sought to find out. His book, Seeking Virtue in Finance, is his answer.