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.
With Monument Advisor you may be able to create more reliable retirement income streams for clients who: 1.) are approaching or in retirement; 2.) need more accumulation through their retirement years; 3.) seek protection of retirement assets and income generation to meet goals; and/or 4.) require flexibility and control to change investments or make unscheduled withdrawals when life throws a curve ball. More...
CEO Mitchell Caplan re-caps 2015 and looks ahead to the rest of 2016.
Seattle-area Advisor Roland Thompson is a CFP who works primarily with Boomer clients who value simplicity. Watch Roland explain how JeffNat offered him a simple way for clients’ non-qualified assets to leverage the accumulating power of low-cost tax deferral.
See how JeffNat's service team earned Jessi Howe's trust and respect with dynamic service that saved her time, paperwork, and unnecessary headaches.
What happens to a client's investment when they are able to trade expensive, commission-based expenses for a low, flat fee? See how Jorge Padilla leverages Monument Advisor for cost savings and greater transparency.
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.
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.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
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.
With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.