JeffNat CIO Tom Quinn, William Blair’s Brian Singer, and Mark Seaman of American Funds discussed fundamentals of global equity markets to identify areas of opportunity, as well as the impact of macroeconomic growth, political risks, and monetary policy risks.
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.
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.
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.
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.
Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.
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.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.
April 8, 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.