What is an Investment Strategy?

Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).




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New RILA from Equitable Offers Protection of Lifetime Income

Equitable, the brand name of the retirement and protections subsidiaries of Equitable Holdings, Inc., has just announced a new registered …

New Fixed Index Annuity Suite from North American

One of the largest issuers of fixed index annuities (FIAs) in the United States, North American Company for Life and …

Generating Lifetime Income From Your Retirement Savings

For many, the “savings” part of retirement planning is the easy part. It’s figuring out how to turn that savings …

Study Finds People Want Guaranteed Income but Not Annuities

How would you like to have a guaranteed stream of income in retirement? Most people would jump at the opportunity. …


Social Security May Not be Headed for Big Trouble After All

If you’re one of the tens of millions of Americans who currently receive Social Security benefits — or the roughly comparable number who eventually will — no doubt you heard the news last year …

Maybe You Are a Happily Married Retiree– But Are You Up to Snuff on Your Household Financial Standing?

Amid this festive holiday season, we all know that the routine of day-to-day life persists and that not everything is worry-free …

Don’t Count This Stock Market Out

This week has been particularly educational regarding the stock market at a pivotal juncture. The lessons should be taken seriously by …

Now May Be the Time to Convert Part of Your Traditional IRA to a Roth IRA

Thanks to the Tax Cut and Jobs Act of 2017, your tax bracket has declined this year, and that’s obviously a good thing …

Don’t Let Small Company Stocks Pass You By

As the stock market once again closes in on new records, annuity owners with non-annuity stock market investments should take a moment to …

Why the Appeal of Passive Stock Funds is Declining

Things change often in the financial markets, and sometimes these changes are significant. Just such a transformation has begun …

Plan Accordingly: At Best, Stock Market Likely to Do Nothing until November Mid-Term Elections

Here is a picture you might relate to. You’re a retiree with a respectable investment portfolio, including annuities, but you still periodically have to sell shares of stock …

Prepare Yourself: Volatility is Back, Probably Indefinitely

Life in retirement, at least the financial aspect, would be less stressful if you could just load up with annuities with lifetime income guarantees …

Don’t Delay Buying an Annuity Because You Think Rates Are Poised to Rise

Excited by a surging stock market and initial expectations that President Trump’s goal to…

Don’t Sell Because the Stock Market is Weakening

Out of the blue, the stock market has started to look shaky. Market volatility, of course, is common, but in…

Should You Worry That the Stock Market Keeps Setting Records?

This is a good time to review your total investment portfolio, whether you own annuities or not. If you’re an average…

We haven’t had a bear market in years, but one is coming at some point – it always does – and it is a bear market, in particular, that challenges investor confidence. As the market keeps declining, investors tend to worry whether it will ever end. It is a particularly nerve-racking experience for retirees living on fixed incomes.

The Downside of Holding a Concentrated Position

Most investors know a diversified portfolio makes great sense. It won’t produce a grand slam homerun, but it always…

Financial Freedom text on paper sheet with magnifying glass on chart mobile phone,compass, pen, on wooden table - business, banking, finance and investment concept

Another Advantage of Annuities: You Can Be More Aggressive with Non-Annuity Funds and Fare Better Long-Term

Financial advisor Curtis Cloke learned long ago that one way to sell annuities to wealthy near-retirees is to show them…

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…

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