by Sarah Bauder | 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...
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 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 Sarah Bauder | Nov 12, 2019 | Interviews
Sophisticated Investor is dedicated to providing investors useful and pertinent information on a myriad of topics including structured settlement investing, retirement planning, the best fixed annuity rates, cryptocurrencies, and precious metals. Brandon Renfro is a...
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...
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 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...
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 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...
