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4 Reasons Why The Cayman Islands Are A Great Place For Storing Your Gold Bullion Coins And Bars

by Sarah Bauder | Updated: Dec 9, 2019 | Portfolio Management

Precious metals such as gold have enjoyed a bullish market as of late, with the price on an upward trajectory. Given the present state of affairs regarding global economic uncertainties and volatility, it’s no surprise that investors are turning to the glittering...

Inflation Hedge: 7 Investments To Consider In 2020

by Sarah Bauder | Updated: Dec 3, 2019 | Portfolio Management

Inflation is the general increase in the price of goods and services and a decline in the value of a nation’s currency. Although there are broader implications of inflation on the country’s economy, it can also have a significant impact on the performance of an...

Options Trading In 2020: 6 Tips From Financial Professionals

by Sarah Bauder | Nov 28, 2019 | Portfolio Management

An option is a contract that enables an investor to buy (known as a call option) or sell (referred to as a put option) an underlying asset at a fixed price over a specific period of time. Classified as a derivative, most investors use options to supplement income or...

Stock Trading Newsletters: Are They Worth It? 5 Experts Chime In

by Sarah Bauder | Nov 28, 2019 | Portfolio Management

Stock trading newsletters have been in existence for decades, but their effectiveness has caused much debate. These subscription service newsletters provide things like stock recommendations or current market analysis. Yet, questions have arisen around just how...

Should You Consider Alternative Assets In An IRA? 5 Financial Professionals Weigh In

by Sarah Bauder | Nov 25, 2019 | Portfolio Management

Depending on the profile of the investor, alternative assets can be a good diversifying strategy when incorporated into IRA allocation. Alternative investments can include things like real estate, precious metals, cryptocurrencies, and hedge funds, amongst others....

Top 5 Investment Newsletters in 2018 and 2019

by Wesley Crowder | Nov 1, 2019 | Portfolio Management

Top 5 Investment Newsletters in 2018 and 2019 Before you choose one of the Top Investment Newsletters for 2018-2019, you need to understand concretely what your investment and trading objectives are first. Here we look at the differences between the major strategies...

Is A Roth 401(k) A Good Choice As A Retirement Savings Vehicle? – 10 Financial Experts Chime In

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...

The Best Fixed Annuity Rates For Fall 2019

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...

Everything An Investor Should Know About A QLAC: An Exclusive Interview With Jordan Sester

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...

Which Is Better At Generating Safe Retirement Income, An Annuity Or An IRA? – 5 Experts Weigh In

by Sarah Bauder | Updated: Sep 13, 2019 | Portfolio Management

Choosing what is the best way to provide guaranteed retirement income can be difficult, to say the least. An annuity is an insurance vehicle that offers a fixed stream of payments. On the contrary, an IRA is a retirement plan that allows the investor to compound...

Everything You Need To Know About Secondary Market Annuities (SMAs)

by Sarah Bauder | Sep 12, 2019 | Portfolio Management

What Are Secondary Market Annuities  A secondary market annuity (commonly referred to as a SMA) is a transaction in which a present owner of an income annuity sells their future income stream to a third-party for a lump-sum payment. Annuity income streams can be the...

Are Stocks Best Held In A Roth IRA? – 8 Experts Chime In

by Sarah Bauder | Updated: Sep 10, 2019 | Portfolio Management

Because a Roth IRA is tax-advantaged, any gains within the retirement account are tax-exempt, including immense growth of stocks. In this article, 8 experts discuss whether or not a Roth IRA is the best place to hold stocks. Especially If Someone Is In A 25% Effective...
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