Friday, June 28, 2013
Questions to Ask When Purchasing a Fixed Indexed Annuity...
As you approach retirement, it's essential to know the right questions to ask about your money and your future.
Questions to Ask When Buying a Fixed Indexed Annuity will help you consider what you want out of retirement and how to determine if a fixed indexed annuity can help get you there.
Wednesday, June 26, 2013
Monday, June 24, 2013
Vantage Point UPDATE: Intermediate-Term and Long-Term Trend Analysis
On Friday, June 21, the S&P 500 closed @ 1592, and that was...
+5.8% ABOVE its 12-Month moving average which stood @ 1505.
+5.5% ABOVE its 40-Week moving average which stood @ 1509.
-1.7% BELOW its 10-Week moving average which stood @ 1620.
Therefore, the INTERMEDIATE-Term trend IS NEUTRAL
and the LONG-Term trend is UP.
Friday, June 21, 2013
Wednesday, June 19, 2013
Monday, June 17, 2013
Vantage Point UPDATE: Intermediate-Term and Long-Term Trend Analysis
On Friday, June 14, the S&P 500 closed @ 1627, and that was...
+7.7% ABOVE its 12-Month moving average which stood @ 1511.
+8.0% ABOVE its 40-Week moving average which stood @ 1506.
+0.5% ABOVE its 10-Week moving average which stood @ 1619.
Therefore, the INTERMEDIATE-Term trend IS NEUTRAL
and the LONG-Term trend is UP.
Friday, June 14, 2013
Small Percentage of Americans Account for The Lion's Share of Health Care Expenditures
1% of the U.S. population accounts for 21.8% of all health care expenditures.
5% of the population accounts for 49.5% of all health care expenditures.
15% of the population accounts for no health care expenditures.
Source: National Institute for Health Care Management
Wednesday, June 12, 2013
The Basics of Fixed Indexed Annuities...
When considering your plan for retirement, indexed annuities can add balance and give you some peace of mind— no matter what happens on Wall Street.
Monday, June 10, 2013
Vantage Point UPDATE: Intermediate-Term and Long-Term Trend Analysis
On Friday, June 7, the S&P 500 closed @ 1643, and that was...
+8.6% ABOVE its 12-Month moving average which stood @ 1531.
+9.5% ABOVE its 40-Week moving average which stood @ 1501.
+1.9% ABOVE its 10-Week moving average which stood @ 1612.
Therefore, the INTERMEDIATE-Term trend IS BULLISH
and the LONG-Term trend is UP.
Friday, June 7, 2013
Since 1983, High Yield Has Produced +90% of the Return of Equities with Roughly Half the Risk
High Yield Has Produced +90% of the Return of Equities with Roughly One-Half the Risk
Return & Volatility of High-Yield Bonds & Stocks
Sources:
Strategic Insight, as of December 31, 2012. Data from June 1983
through December 2012. Past performance is historical and does not
guarantee future results. High Yield is represented by the Barclays
Capital US High Yield Credit Index; Stocks are represented by the
S&P 500 Index.
High Income
Relative to traditional fixed income sectors, high yield bonds offer substantially higher income.
While these bonds generally have lower credit ratings, they're also LESS sensitive to changes in interest rates.
This means their price is LESS likely to decline when interest rates and inflation rise, two environments in which traditional fixed income sectors suffer.
This makes the high-yield sector an exceptional hedge and an uncorrelated diversifier for your portfolio.
Best of Both Worlds
High yield securities combine the best characteristics of stocks and bonds.
In fact, high yield bonds have historically generated long-term total returns similar to equities with almost half the volatility.
When compared to traditional fixed income sectors, high yield bonds have provided greater returns, albeit with additional volatility.
This distinct risk/return dynamic makes for a compelling, strategic long-term allocation.
Wednesday, June 5, 2013
Monday, June 3, 2013
Vantage Point UPDATE: Intermediate-Term and Long-Term Trend Analysis
On Friday, May 31, the S&P 500 closed @ 1631, and that was...
+9.4% ABOVE its 12-Month moving average which stood @ 1490.
+9.1% ABOVE its 40-Week moving average which stood @ 1495.
+1.7% ABOVE its 10-Week moving average which stood @ 1604.
Therefore, the INTERMEDIATE-Term trend IS BULLISH
and the LONG-Term trend is UP.
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