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Should An investor Stay Away From A Variable Annuity? – 5 Experts Weigh In

by Sarah Bauder | 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...

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 | 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 | 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...

Secondary Market Annuities: The Ultimate Guide for investing in 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 or structured settlement sells their future income stream to a third-party for a discounted lump-sum payment....

Annuities and Planning For Retirement – 8 Experts Weigh In

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...

Annuities: Are They A Good Investment Choice For Inflation Protection? – 4 Experts Weigh In

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...

Variable Annuities: Are They A Good Investment Choice?

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...

The Pros and Cons of Fixed Annuities – 5 Experts Weigh In

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...

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