Jefferson National’s CEO Mitch Caplan discusses post presidential election results and its impact on investors and taxes.
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.
Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used.
Writer Ben Mattlin interviews a number of advisors and industry experts, including Jefferson National’s Larry Greenberg, to discuss the impact of the DOL Fiduciary Ruling on the VA industry.
In a recent Financial Planning article, author and Jefferson National CEO Mr. Caplan points out that the door is open for advisors to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.
Jefferson National’s leadership role in the RIA Market is recognized yet again in a LifeHealthPro article.
As part of their “30-30 series,” Financial Planning published an article written by Jefferson National’s CEO, Mitch Caplan. Financial Planning’s “30-30 series” focuses on ways advisors can upgrade their practice.
Jefferson National’s CEO, Mitch Caplan, discusses technology, the role for robos, and the importance of relationships and guided advice in his recent Financial Planning article.
Jefferson National’s CEO Mitch Caplan discusses post-Brexit planning strategies in his recent article published in Financial Planning.
RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options.