LIFE&Health Advisor: Replacing Fixed Income in a Low Rate/Low Yield Environment
Jefferson National is in the news again. The latest Investing Insights whitepaper by our Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor
Mr. 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 fixed income’s potential for managing risk and mitigating losses during the accumulation stage.
He provides actionable investing insights to help RIAs and fee-based advisors confront this new low rate/low yield reality, the right liquid alternatives to replace fixed income—and how to use these liquid alternatives to manage risk with greater upside potential. He also demonstrates the benefit of using Asset Location to enhance the performance of liquid alternatives, maximize accumulation and help minimize year-end tax bills.
Click here to read the full article.