Where Do Annuities Fit?

Regional VP-South I came across an article by Roger Wohlner on Think Advisor this week that I thought was worth sharing. In his article titled, “Where Do Annuities Fit in Your Client’s Retirement Strategy?” Mr. Wohlner talks about how annuities can fit as part of a...

Rethinking The 60/40 Rule

Tim Beauregard, CFP® RVP-South While bonds have traditionally provided a source of stability for portfolios, acting with little or no correlation with volatile stocks, they may be less effective going forward. Fixed-rate bond prices generally drop as rates rise, which...

Fall Selling Season with Plenty of Opportunity

Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...

What Inflation Could Mean for Annuities

Tim Beauregard Regional VP-South Inflation is a threat to retirees living on fixed incomes and workers nearing the end of their careers. Many clients are almost certainly wondering what it means to their ability to retire and what they should do...