A new study finds that in 2019 and 2020 owners of a fixed indexed annuity (FIA) with a guaranteed lifetime withdrawal benefit (GLWB) were less likely to surrender their contracts than those without a GLWB.
- Donald A. Steinbrugge, CFA
A Case for Distressed Hedge Fund Strategies and How to Enhance Returns
Distressed investing is often characterized as a cyclical strategy dependent on macroeconomic factors that focuses primarily on the undervalued distressed debt of struggling companies that may require a restructuring through bankruptcy
- Lawrence Kaplan
ESOPs: A Safe Harbor Amidst the Silver Tsunami
The United States is getting older. By 2035, 76 million Americans will be aged 65 or above. That’s up from 58 million in 2022.
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Sep 02, 09:50 am
New Study Examines Fixed Indexed Annuity Contract Owner Behavior
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Jul 29, 09:00 am
A Case for Distressed Hedge Fund Strategies and How to Enhance Returns
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Jun 19, 11:30 am
ESOPs: A Safe Harbor Amidst the Silver Tsunami
- BPT / Advisors Staff
How confident are you that you’ll be able to retire
More Americans are retiring earlier than previous generations. According to a survey by the Federal Reserve Bank, their odds of retiring before age 62 rose to roughly 50% in July 2021, partly due to the pandemic.
Total fixed annuity sales increased 101% to $70.9 billion in the first quarter 2023, compared with prior year results. Every major fixed annuity product line experienced at least double-digit growth, according to LIMRA’s First Quarter 2023
While two-thirds of Americans report their lives have largely returned to normal following the COVID-19 pandemic, the 2023 Insurance Barometer Study shows a record-high proportion of consumers (39%) who say they intend to purchase
- Jeffrey Buchbinder, CFA, Chief Equity Strategist
First Quarter Market Observations
An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mean for our outlook.
- Advisors Magazine
The Rise of Banking-As-A-Service: Intersection of Demand for Embedded Finance & Digital Finance
Increasing demand for digital solutions has both non-financial businesses and fintechs alike delegating infrastructure and expertise of financial services to Banking-as-a-Service
- Ty Young, CEO of Ty J. Young Wealth Management
4 Investing Mistakes for Investors to Avoid
If you’re a new investor, it can be helpful to know some common mistakes and how to avoid them —
Consumers seeking investment protection coupled with growth opportunity drive unprecedented sales
- Ty Young, CEO of Ty J. Young Wealth Management
Retirement Investing in 2023 Faces Choppy Waters
The last several years have been undeniably rocky, from political turmoil to navigating a global pandemic and its subsequent ramifications. Predictions for 2023 show we’re not quite out of the woods just yet.
With a potential recession underway and Americans taking a closer look at their plans for retirement, advisors play a critical role in providing the right guidance. Current retirees are among the most vulnerable demographic,
As the leaders of America's top banks testified before the House Financial Services Committee on Wednesday, the U.S. Federal Reserve surprised few when it raised interest rates for the third time.
Equity markets have been rallying since mid-June, strengthening through mid-August (the time of this writing). Driving the rebound is a solid corporate earnings season – better than expected – and somewhat cooler inflation.
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