Weekly Market Update - 1/17/2023 (by Mariann Montagne, CFA)
All data is for the week ended January 13, 2023. Note the U.S. markets were closed yesterday in honor of Dr. Martin Luther King, Jr....
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Manny
Jan 17, 20231 min
How Life Insurers Can Provide Differentiated Retirement Benefits
In brief: By 2030, gaps in investors’ retirement savings and needed protections are projected to exceed hundreds of trillions of dollars...
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Manny
Jan 17, 20232 min
How Does a Home Equity Conversion Mortgage (HECM) Work?
A Home Equity Conversion Mortgage (HECM) is a type of reverse mortgage that allows homeowners 62 years of age or older to convert a...
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Manny
Jan 16, 20232 min
5 Reasons Why an Indexed Universal Life Insurance Policy May Be Better Than a Roth IRA
An indexed universal life (IUL) insurance policy is a type of permanent life insurance that can provide a savings component in addition...
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Manny
Jan 16, 20232 min
5 Things You Need to Know About Your 401(k)
The 401k has become the go-to retirement savings plan for many Americans, but it is not without its drawbacks. Here are a few reasons why...
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