Archive for November 2018
Are You Uncomfortable With the Losses You Might Have Incurred in October 2018?
After the crash of 2008 – 2009, the stock market has been going up for 9 long years, one of the longest bull markets in history. However, in 2018 the market has been quite volatile after many years of very low volatility. For example, October saw the S&P 500 down 6.9% and tech stocks took…
Read More7 Ways the Recent Tax Reform Could Affect Your Retirement Investments
7 ways the Tax Cuts and Jobs Act could impact retired investors A great deal has changed under the recent Tax Cuts and Jobs Act. Many changes may be for the better, some for the worse, and some hardly noticeable at all. What matters is that saving and investing during retirement has changed. Understanding the…
Read MoreExplaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research
The pros and cons of diversifying your asset portfolio with a Fixed Index Annuity (FIA) There are many ways to preserve or grow your wealth at retirement. But before investing, you want to be sure that you understand each option and the risks involved. It’s especially important to understand the contract with your insurance provider…
Read MoreUnderstanding How Broker-Dealers Make Their Money – and Handle Yours
By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planning Professional and President of Stuart Estate Planning Wealth Advisors The trusted handshake concept is set to tighten up under a new SEC rule The role of a broker-dealer is to offer secure financial advice and investment opportunities to clients. Both aspects of the job require different…
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