In many cases having the advantage of tax deferral means you'll be able to save substantially more dollars than with a traditional taxable account.
Alternatives in the Monument Advisor variable annuity may enable you to create and manage client portfolios like the endowments. Manage risk and diversify client portfolios by allocating client assets to investments with low correlations to the broader market—the same kinds of liquid alternative investments typically made available only to institutional investors. Some large endowments like Harvard and Yale leverage alternative investments like these to protect their principal from market corrections and volatility. More...
Steve Blumenthal of Capital Management Group says that 60/40 investing is no longer the optimal allocation. Using the approach of successful endowments like Harvard and Yale, Blumenthal illustrates a different approach: how to hedge against extreme tail risk—and then how to make it work more effectively using the tax-efficient frontier. Watch Steve discuss how CMG partners with Jefferson National to meet the demands of the marketplace.
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.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
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.
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.