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Tag: financial advisors

Should You Buy or Rent a Home?

The sharp increase in interest rates has altered the calculus of many financial decisions, including how higher mortgage rates impact the affordability and value of owning a home, especially now that the housing market has cooled.

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Celebrating Women’s History Month

This March we celebrate National Women’s History Month to recognize the far-reaching contributions women have made since our nation’s founding, honoring pioneering women without whose stories our nation’s history is incomplete to the women of consequence today.

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A Primer on Registered Index-Linked Annuities

Amid choppy financial markets in 2022, investors increasingly discovered the value of annuities. While much of last year’s annuity sales were in fixed-rate deferred annuities, index-linked annuities continued to post strong sales, rising to almost $41 billion in 2022—6% higher than 2021 and a new all-time sales record.

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