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... 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 13, 2019 | Precious Metals
If you are thinking of rolling over an existing IRA or 401k to a Precious Metal IRA, you need to understand the pros and cons involved with rollovers. While gold has historically been seen as a reliable long-term investment, that doesn’t necessarily mean that a Gold... 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 | Jan 10, 2016 | Hedge Funds, Portfolio Management
We are going to look at the results of a paper published by AIMA (Alternative Investment Management Association) in collaboration with CAIA (Chartered Alternative Investments Analysts) Association The paper finds that more and more sophisticated investors are... by Renee Ann Breiten | Dec 10, 2015 | Commodities
Commodities are “dead money”, but that does not mean they cannot work for you. While it is true that the upside is limited – a bag of coffee beans will never grow into two – the costs of holding commodities can be significant depending on how you choose to invest in...
