You can lower your risk by finding bonds with a short maturity date,certificates of deposit (CDs),fixed annuities(notequity-indexedorvariable), safe dividend stocks, physical real estate, or other assets that you would consider yourself an expert in. It's crucial to control investment expenses ...
When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.
000. If your deposits are held in different ownership categories at the same bank (such as single accounts, joint accounts, irrevocable trust accounts and revocable trust accounts), they are separately insured. Since it is $250,000 per person, for couples with a joint account, up to $500,...
(CDs), and individual retirement accounts (IRAs)), on which you are an owner; and all Huntington Consumer investments (IRA and non-IRA) held in brokerage, trust, or managed money accounts. Existing annuities with a cash value account balance opened by Huntington Financial Advisors® are also...
It’s a standpoint summed up bypassive investingsensei Rick Ferri as follows: All of this nonsense about finding the ideal allocation is nonsense. The ideal portfolio can only be known in retrospect. We can only know what we should have done, not what will happen. ...
Annuities Contact Insurance 365 Insurance Agency to learn the difference between deferred annuities and immediate annuities. The knowledgeable and experienced agents at Insurance 365 can explain the best plan of action in regard to selecting a fixed or variable annuity for your retirement income planning...
The real secret of the business, according to Jay, is being the objective educator of the products and creating a personal relationship of trust. Jay believes to be a true ally for the client is vital. Family Life: Jay has a wife, Tonya, son, Mitch, and daughter, Bridgett, along ...
Many states offer statutory protections that should be closely analyzed. For example, Florida generally protects qualifying homesteads, retirement accounts, education savings accounts, annuities, life insurance and head-of-household wages from creditor attachment. Most states have similar statutory...
Underpinned by the economic and demographic trends that I touched on earlier, we see five key areas of growth opportunities for our funds business in China, and these are mutual funds, QFII, QDII, enterprise annuities and investment linked products. In the next few slides I will elaborate on ...
000. If your deposits are held in different ownership categories at the same bank (such as single accounts, joint accounts, irrevocable trust accounts and revocable trust accounts), they are separately insured. Since it is $250,000 per person, for couples with a joint account, up to $500,...