Monthly Archives July 2018

Are Your Clients’ Portfolios Positioned for Principal Protection and Potential Investment Growth?

Shurwest’s bond alternative whitepaper outlines key fixed income risks retirement investors could face.   In recent weeks, the yield on the benchmark 10-year Treasury note has been declining. Good news for bond investors. As yields fall, prices rise and the trend of recent weeks may have given those following the fixed income market a brief respite from the volatility the Treasury market has experienced for much of this year. The 10-year note’s yield rose above 3.00% in May for the first time in four years but has retraced ground since then. The day-to-day movements in market interest rates like that
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Categories: Blog Posts.

Are You Talking to Your Clients About Medicare?

If you talk to clients about taxes, higher income could mean higher Medicare premium surcharges. Perhaps your clients are already set with Medicare coverage and even have a Medicare supplement or Medicare Advantage plan to offset the potential costs of added deductibles and/or prescription drug coverage. But if you offer tax planning as part of your services, a discussion about Medicare ought to be a big part of the tax-efficient and tax-minimization conversation. Here’s why:  If your clients find themselves in a higher income bracket, they’ll have to pay more than the standard premiums most retirees pay for Medicare Part
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Categories: Blog Posts.