December 1, 2015
Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s Monument Advisor.
November 24, 2015
Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.
November 5, 2014
To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.
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.
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.
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.
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.