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.
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 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.
A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.
With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.
While variable annuities with income guarantees have gained popularity as a retirement income tool, this next generation of Investment-Only Variable Annuities (IOVAs) could eliminate those needs. Read this paper to learn how well an unguaranteed low-cost Investment-Only VA can replicate a rider’s guaranteed income, thus eliminating the need to pay fees on riders that frequently exceed 2% or even 3% per year.
By Wade Pfau
April 22, 2016
CEO Mitchell Caplan re-caps 2015 and looks ahead to the rest of 2016.
April 18, 2016
Jefferson National’s CEO, Mitch Caplan, introduces a new approach to tax planning.