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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
JPMorgan CEO Jamie Dimon Isn't Sure How Consumer AI Will Play Out
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Head of Nationwide Advisory Solutions on Three Ways Annuities Can Help Boomers Reduce Retirement Risk
As 10,000 Baby Boomers a day leave the workforce behind, only 28% believe they are doing — or have done — a good job preparing for retirement.
Five Possibilities That Could Come From IRS Ruling Over Asset-Based Annuity Fees
The arrival of new private letter rulings from the Internal Revenue Service is causing excitement for annuities issuers.
Should Retirees Choose Fixed Annuities or CDs?
Conservative investors may feel secure knowing CDs are insured by the government, but there are tax incentives associated with annuities.
Pfau: Annuities Are Better Than Bonds for Guaranteed Income
One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time.