What if you could participate in the market’s upside performance while protecting yourself against downside risk?
These products exist. They are equity-indexed annuities and equity-linked CDs.
All investors wants a fund that yields high returns, yet protects them when the market tanks.» Read more
The end of the quarter end is interesting when portfolio managers dress up their portfolios.» Read more
The Financial Industry Regulatory Authority tries to pull the weeds out of the broker garden, but more sprout up than it can handle.» Read more
Keep your eyes on your own savings. Peer comparisons can be discouraging to workers who are behind on retirement savings, a new study finds.» Read more
Turbulence over 401(k)s and fiduciary standards may create an opportunity for the announced launch in 2016 of Betterment for Business, a 401(k) platform.» Read more
Disdain for the carried interest tax break enjoyed by private equity and hedge fund managers is one thing that President Barack Obama, Donald Trump and Jeb Bush all share.» Read more
Should investors head for the sidelines or view the market’s volatility as an opportunity to rebalance their portfolios?» Read more
People aren’t saving enough for retirement. Are state-based retirement plans an answer, with the requirement that employees have to opt out to not participate?» Read more
As the Department of Labor pulls closer to locking in a rule establishing a fiduciary standard for advisers to retirement accounts, the horns are coming out.» Read more