- The vast majority of variable annuities include an optional rider known as a living benefit (a fair...
- There are four costs associated with variable annuities: [1] a possible upfront sales charge (...
- The four most common methods used for determining and crediting interest to a fixed-rate annuity...
- MLP investors are taxed differently, depending on the investment vehicle used. Some forms of...
- There are five different ways to invest in a MLP; each investment vehicle has different...
- According to an August 2013 WSJ article, “over the decade ending July 31, 2013, MLPs generated an...
- According to the WSJ, MLPs are “mostly companies that own and operate pipelines, primarily for...
- According to CEIC Data, the July 2013 estimate for the entire 2013 calendar year was that the U.S....
- A number of financial publications believe that when a mutual fund manager leaves a fund, fund...
- A taxpayer retiring in 1960 could expect to get back 7x more in benefits than what he paid in, as...
- For 2013, taxpayers with > $400,000 ($450k joint return) will pay a 20% tax on qualified...
- An established ETF operator can make a small profit by offering a new ETF that brings in as little...
- A large number of people believe Medicare also provides long-term care. What they do not know is...
- VIX is an abbreviation for "volatility index." Its actual calculation is complicated, but the basic...
- The major selling point of “risk parity” funds is they are designed to make money in most...
- The table below shows oil production for the 2012 calendar year. From the end of 2011 to the end of...
- The 10 most common types of investor complaints the SEC resolved in fiscal 2012 are shown in the...
- Despite the beating bond funds suffered in June of 2013, bond investors have still done well over...