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.
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.
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.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.