by Sarah Bauder | Oct 9, 2019 | Portfolio Management
A Roth 401k allows investors to be entitled to the entirety of the money inside the account. However, like any investment, there are advantages and disadvantages to this type of retirement plan. In this article, 10 experts weigh on whether or not a Roth 401(k) a good...
by Sarah Bauder | Updated: Sep 26, 2019 | Annuities
A variable annuity is an annuity contract which allows for the allocation of money held in “subaccounts”. Although tax-deferred, variable annuities do not guarantee a return on the principal. In this article, 5 experts discuss whether or not an investor should stay...
by Sarah Bauder | Updated: Sep 25, 2019 | Annuities
A fixed annuity is an annuity contract with a life insurance company. Conversely, a CD (certificate of deposit) is issued by a bank. There are similarities and differences between both. In this article, 4 experts weigh in on a fixed annuity versus a CD (certificate of...
by Sarah Bauder | Sep 23, 2019 | Portfolio Management
Concerns over global economic growth, market volatility, not to mention whisperings of a pending recession, have all made the prospect of guaranteed returns very appealing. A fixed annuity is a type of annuity contract with a life insurance company. The investor puts...
by Sarah Bauder | Updated: Sep 19, 2019 | Portfolio Management
Sophisticated Investor was fortunate enough to chat with Jordan Sester, Founder and Wealth Advisor at J.S Financial Group. Jordan helps clients prepare for one of the most important periods in their lives: retirement. He works with retirees and pre-retirees to...
