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For immediate release, 11/14/2016

Jefferson National Launches Latest Investing Insights White Paper: Replacing Fixed Income in a Low Rate/Low Yield Environment

 

November 14, 2016, Louisville, Kentucky – Jefferson National, a leading distributor of innovative tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, announces the launch of Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” Quinn, Chief Investment & Research Officer of Jefferson National, 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.

“This challenging environment of low rates and low yields is likely to produce investment outcomes not seen in the past 35 years. Both the greatest challenge and the greatest opportunity is in the accumulation stage,” said Quinn. “Liquid alternative strategies can help address many of the specific downside risks which are commonly managed using fixed income, while offering greater upside potential.”

As Quinn’s new research demonstrates, although fixed income served for decades as a reliable low-risk counter-weight to stocks, its potential for managing risk and mitigating losses during the accumulation stage continues to be severely diminished—while forcing clients to endure near zero returns.

This new white paper provides actionable investing insights  to help RIAs and fee-based advisors confront this new low rate/low yield reality, identifies the right liquid alternatives to replace fixed income—and how to use these liquid alternatives to manage risk with greater upside potential. It also demonstrates the benefit of using Asset Location to enhance the performance of liquid alternatives, maximize accumulation and help minimize year-end tax bills.

Financial Professionals can download Thomas J. Quinn’s latest Investing Insights whitepaper, “Replacing Fixed Income in a Low Rate/Low Yield Environment,” for actionable insights that can add greater value for their clients and increase assets under management for their firm.  

Media Relations
JeffNat Deborah Newman 502.587.3858

About Jefferson National

Jefferson National is a leading distributor of innovative tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Trusted partner to a network of 4,000 advisors, Jefferson National provides greater efficiency, transparency and choice through an adaptable technology platform, award-winning distribution strategy and cost-effective servicing capabilities.  Named the industry “Gold Standard” and winner of more than 50 industry awards, including the DMA 2010 Financial Services Company of the Year. The company serves advisors and clients in all 50 states and the District of Columbia, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com and follow Jefferson National on Twitter at @jeffnat.