by Sarah Bauder | Sep 6, 2019 | Annuities, Portfolio Management
Annuities are investment products, which are contracts with insurance companies. Usually, investors purchase various types of annuities as a means of providing a steady income stream in their retirement years. Yet, are annuities a smart option from inflation... by Sarah Bauder | Sep 5, 2019 | Annuities, Portfolio Management
Variable annuities are tax-deferred investment products, which permits the allocation of money into mutual funds held in “subaccounts”. A variable annuity does not guarantee returns on a principal. In this article, financial experts discuss whether variable annuities... by Sarah Bauder | Sep 4, 2019 | Annuities, Portfolio Management
With every investment option available, there are investments that are advantageous for some investors and others that are not necessarily a good fit. Fixed annuities are no exception to this sentiment. In this article, 5 financial experts break down the pros and cons... by Sarah Bauder | Aug 26, 2019 | Portfolio Management
We conducted a survey asking 2,000 US investors which geopolitical or economic event they felt was most concerning regarding the health and security of their investment portfolio. For the survey, we targeted males and females between the ages of 35 to 65+ from coast... by Sarah Bauder | Aug 22, 2019 | Portfolio Management
Since its inception in 2009, Bitcoin has skyrocketed in both popularity and price. Those investors who dipped a toe into the world of cryptocurrency early on made sizeable profits. If Bitcoin is already in your portfolio, then you are certainly curious what it will be... by Sarah Bauder | Aug 14, 2019 | Annuities, Portfolio Management
Structured settlements are a type of financial arrangement negotiated from a legal settlement, which guarantees the recipient a series of financial payments over a defined number of years. They usually arise after a plaintiff wins an accident lawsuit resulting in... by Sarah Bauder | May 14, 2019 | Portfolio Management
As defined by the Securities and Exchange Commission (SEC), an accredited investor is a high-net-worth individual, large corporation, bank, trust, amongst others, with privileged access to higher-risk investments. This status is granted based upon fulfilling at least... by Sarah Bauder | May 13, 2019 | Portfolio Management
Traders who are willing to shoulder the risk of binary options have the potential for substantial profit on price fluctuations in the markets. However, this oft-misunderstood financial product has a contentious history. In this article, experts weigh in on whether or... by Sarah Bauder | Apr 30, 2019 | Portfolio Management
More and more people are turning to alternative stocks and investments as a diversification strategy for their portfolio. In this article, industry experts weigh in on some alternative stocks and investments to own in 2019, and why they are a good choice. Gold Stocks,... by Sarah Bauder | Apr 24, 2019 | Portfolio Management
You may have left a specific job years ago and it’s nothing but a distant memory, but one question still remains – what to do with the savings in your old 401k? Of course, the answers are multitudinous and will vary with everyone. Yet, considering that the... by Gino D'Alessio | Mar 30, 2016 | Portfolio Management, Private Equity, Real Assets, Real Estate
The report released recently by Prequin shows how institutional investors are increasing their allocations to alternative assets and intend to continue increasing allocations in the future also. Infrastructure, Private Equity and Debt come out as being institutional... by Gino D'Alessio | Mar 24, 2016 | Hedge Funds, Portfolio Management
Hedge Funds have not had a great start to this year, along similar lines to more traditional assets like stocks. Global stock markets have felt the jitters from a faster than expected slowdown in China and fears of interest rate hikes happening at too Hedge fund size...
