Monthly Archives August 2015

Fixed Indexed Annuities Step Up As Bond Prices Go Down

(Annuity FYI) Increasing interest rates are good for some investments, but those who invest in bonds are looking for alternatives as interest rates increase.  In Marketwatch’s “Fixed-index annuities as bonds alternatives?,” Robert Klein talks about how an increase in interest rates almost always means a decrease in bond prices.  The 10-year U.S. Treasury index level of 2.83% was a 52 week high and an 84% increase from last year at this time.  The U.S. Aggregate Bond Trust had large increases two years in a row, but is down more than 3% this year.  Dividend stocks are an alternate way to
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Categories: Blog Posts.

Fixing The Fiduciary Standard Rule Proposal To Truly Protect Investors

(Daily Caller) The best intentions sometimes yield the worst regulatory policies — just ask anyone who has spent significant time in our nation’s capital. The federal government often develops well-intentioned policies that only result in a bureaucratic morass. Unfortunately, the Obama administration is once again headed down that flawed path. If the Department of Labor (DOL) implements its proposed fiduciary standard under the Employee Retirement Income Security Act, millions of Americans with Individual Retirement Accounts (IRAs) and 401k plans will have their access to financial advice and investment options drastically limited by the government. Like many of my investment sector
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Categories: Blog Posts.

Shurwest to launch advisor mobile application in September

Shurwest is excited to announce the launch of its Advisor Mobile Application in September. The app will include exclusive practice management training, interviews with top advisors who reveal their success strategies and more.  Advisors will also receive important industry news and product updates through push notifications directly from Shurwest. This new tool is free to all writing advisors and available in the Apple & Google Play stores.  
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Categories: Blog Posts.