Variable annuity fees fall into the following five categories. Mortality expenses (M&E)This is a fee charged by the insurance company to provide you with a death benefit (often just a guarantee to pay out to your beneficiaries at least what was put in). This variable annuity fee can range from .50 – 1.5% of the…

Tune in today to see if it is in your best interest to start investing or converting your tax-deferred money into your Roth IRA or Roth 401(k).

CLICK HERE for Quarterly Market Review Q2 2018

We have discussed the importance of formulating an investment strategy that is informed by financial science. But a solid market philosophy and strong research are not enough. Good ideas are not enough. An investment manager must put those ideas to work each day in a competitive market. This requires an approach that dynamically integrates the…