Weekly Market Commentary

Weekly Market Commentary – 3/19/2021 -Darren Leavitt, CFA It was a hectic week on Wall Street that saw the major US equity indices fall as interest rates continued to rise.  All eyes were on the Federal Reserve’s two-day FOMC meeting that concluded on...

Benefits of Fixed Index Annuities

See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity benefits: principal protection, tax deferral, growth opportunities, liquidity, guaranteed income and beneficiary payments....

HOW TO CALCULATE YOUR 2021 RMD

By Sarah Brenner, JD Director of Retirement Education The CARES Act waived required minimum distributions (RMDs) for 2020, but they are back for 2021. The return of RMDs for this year has raised questions about how these distributions should be calculated. Here is...