JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.
Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.
WEBINAR RECORDING: Market Volatility Cited as Top Concern For 2016. This Defined Outcome Solution Can Help
According to results from our 2nd annual Advisor Authority Study, RIAs and fee-based advisors cite volatility as the most important force impacting their approaches to investing in 2016. In this webinar, Joe Halpern, Exceed Investments CEO, discusses the JNF Exceed Defined Shield Index Portfolio—a defined outcome solution built to navigate market volatility.
JeffNat CIO Tom Quinn is joined this quarter by Tortoise Capital Advisors' Managing Director Ed Russell for our inaugural 'JeffNat Quarterly' webinar. Ed and Tom address the crude oil decline in the summer of 2014, what needs to happen for the price recovery to continue, what this means for midstream pipeline companies, and where the best opportunities in energy may lie for the long term.
JeffNat’s Jon Estes explains a recent enhancement to the non-qualified stretch payout option: the restricted stretch. He explores use cases for this legacy planning feature, how to implement it, and steps through The Non-Qualified Stretch Calculator.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
CEO Mitchell Caplan re-caps 2015 and looks ahead to the rest of 2016.
According to Morningstar, tax-smart investing can potentially add 1-2% per year in additional performance. The key is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.