Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. other variable annuities in the marketplace.
Potentially smooth portfolio performance and ease client fears by leveraging the downside protection of our Managed Volatility solution. When managing for downside risk via managed volatility strategies, a portfolio may enjoy lower correlation to the broader market. As a result, portfolio performance may be smoother, and clients can benefit from missing the worst of the market's worst days. Over the long haul, missing out on these worst days may have a strong cumulative effect on the portfolio, and on your clients' confidence. More...
ValMark's Michael McClary is a nationally-recognized manager of optimized ETF Portfolios. His firm has formed a unique partnership with Milliman to incorporate dynamically-managed hedging strategies directly within ETF portfolios. When deploying a tactical hedging strategy, McClary believes in the power of tax-deferral to enhance efficiency. Learn how Mr. McClary leverages low-cost variable annuities as a tax-deferred investing solution.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.
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.
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.