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Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive. For the right person, they lower stress, steady cash flow, and reduce
Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability, tax efficiency, and risk control. A resilient plan blends guaranteed income (Social Security, pensions, annuity floors) with
Big idea: Life insurance and fixed indexed annuities (FIAs) aren’t either/or. Used together, they can help protect income, manage taxes, and transfer wealth more efficiently—especially in volatile markets. Why these two tools
Investors enjoyed an excellent week of gains in US equity markets. Washington finally got a debt ceiling deal through Congress and onto President Biden’s desk. On the margin, it appears that the
As investors awaited news from the debt ceiling negotiations, markets continued to ebb and flow. The S&P 500 continued to trade range-bound, oscillating between 4100 and 4200. Fed rhetoric continued to open
Investors were treated to a week of gains for US indices, while US Treasuries fell significantly across the curve. Early in the week, there was cautious optimism around debt ceiling negotiations as
US equity and fixed-income markets continued to trade in a tight range. 4100 proved to be support for the S&P 500, while the US 10-year note yield oscillated around 3.46%. Cyclical issues
