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Think Advisor
23 小时
The MYGA as a Bond Alternative
Again, with the 60/40 portfolio mix example, taking the mix to 60% stocks, 20% bonds and 20% MYGA helps reduce market risk ...
Think Advisor
22 小时
Offer Fee-Based Advice at the Worksite: Wealthramp
Krueger is the founder and CEO of Wealthramp, an Osterville, Massachusetts-based firm that runs a matchmaking service for ...
Think Advisor
22 小时
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO Says
Chad Druvenga, the CEO of CBS Brokerage, a life and annuity brokerage based in Shakopee, Minnesota, said in a recent ...
Think Advisor
23 小时
Help Your Clients With This 'Embarrassing' Task Before They Get Married
Talking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
Think Advisor
22 小时
What Clients Really Ask Accountants About Annuities
Some clients earn enough to face the 3.8% federal net investment income tax, which applies to individuals with $200,000 in modified adjusted gross income and couples with $250,000 in MAGI. For those ...
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