Fixed Annuity Trends Experts Reveal Optimism
The last time bond yields were this low was 1958, which explains why both fixed rate annuity yields and fixed index annuity caps are lower than ever. What effect has this had on the fixed annuity...
View ArticleDoes Index Interest Have a Place in Modern Portfolio Theory?
Modern portfolio theory and asset allocation have been the foundations of investing for the last 50 years. The overall strategy was to diversify investments between three primary categories or asset...
View ArticleElection Impact! Lame Ducks, Bush Tax Cuts and What’s Next
Well over a year ago, I predicted that President Obama has the better chance of recapturing the Independent vote and winning the 2012 presidential election. I continue to hold that view. The country is...
View ArticleThe Washington Update
Behind the Fiscal Cliff Compromise At the eleventh hour on New Year’s Eve, Washington negotiators reached a compromise to avoid the “fiscal cliff” – the looming combination of tax increases and...
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