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... 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... 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.... by Wesley Crowder | Nov 1, 2019 | Portfolio Management
Top 6 Investment Newsletters in 2024 Home / Reviews / Top 6 Investment Newsletters in 2024 Disclosure: Our content isn't financial advice. Do your due diligence and speak to your financial advisor before making any investment decision. We may earn money from products... 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 | 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 | 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... by Sarah Bauder | 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... 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 or structured settlement sells their future income stream to a third-party for a discounted lump-sum payment.... by Sarah Bauder | 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... by Sarah Bauder | Sep 9, 2019 | Annuities, Portfolio Management
Because annuities provide guaranteed, safe retirement income they can be a good option to include in retirement strategies. Investors are drawn to this financial product because it is regarded as a safe investment, which is particularly appealing for those approaching... by Sarah Bauder | Sep 9, 2019 | Annuities, Portfolio Management
We conducted a survey asking 2,000 US respondents which investments they regarded as the safest for long-term retirement investing. We used Google Surveys and targeted males and females between the ages of 35 to 65+ from coast to coast. We asked the following question...
