Depending on your client’s needs discovered during the case-design process, index options are available for a host of income, growth and protection strategies. And since market conditions can ...
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Investors and advisors perennially debate the merits of active investing vs. passive investing, but abundant evidence shows passive investing typically produces superior long-term returns. The evidence is clear ...
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This Advisor Spotlight interview features Mark Medeiros in Warwick Rhode Island. Mark discusses his experience with FIA’s and his criteria for evaluating a particular index. ...
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Student loan debt is surging, hitting a new record of $1.5 trillion in the first quarter this year. Massive student loan debt can cause problems in people’s lives, ...
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As a financial advisor with a 90-year-old mother who I helped deal with the affairs of her 92-year-old sister, I’m acutely aware of the women’s retirement crisis. I ...
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If you read a lot about retirement you have no doubt come across established thinking that asks you to follow the so-called 4% rule and to choose a ...
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There is no excerpt because this is a protected post. ...
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If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving? The White House is betting so, announcing on ...
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Running out of money in retirement is a huge concern. And given that a large number of workers in their 50s and 60s are behind on savings, it’s ...
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Garret brings 11 years of experience to Comprehensive Financial Group. His relationships with clients grow stronger and stronger every year, helping give them direction and peace of mind ...
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