2014

Fundamentals of Equity-Indexed Annuities

In recent years Equity-Indexed annuity sales have hit record levels. That’s a result of investors pur-chasing these annuities without fully understanding the complexities of their contract. Given the scars of past market volatility, the promise of principal protection with potential for growth is appealing to many people. Insurance companies which issue these Equity-Index annuities spend …

Fundamentals of Equity-Indexed Annuities Read More »

Flight to Safety Creates Potential Buying Opportunity; Long-Term Trends Remain Up

Stocks were hit hard last week in a selloff that marked their worst performance since June of 2012. Weakening growth momentum in China put significant pressure on global stocks and exacerbated the negative sentiment around emerging markets. As you might expect, investors have been on “easy street” with little concern about market corrections. This implied …

Flight to Safety Creates Potential Buying Opportunity; Long-Term Trends Remain Up Read More »

Scroll to Top