In the past decade, Wall Street has churned out a flood of financial products aimed directly at retirees — the biggest, wealthiest and most fearful generation of investors. These products, which include buffered ETFs, structured notes and fixed index annuities, have earned the fitting nickname "Boomer Candy."
What's a reasonable advisory fee for someone with $20 million?
Public records show that the NC Department of Insurance (NCDOI), the state agency that enforces insurance sales regulations, found CF&I violated several North Carolina General Statutes (NCGS).
We all love paying less tax—especially if you're retired. But did you know that one of the best ways to reduce your tax bill is through strategic asset location?
Every December, right on schedule, Wall Street does something oddly similar to the rest of us: it makes a batch of New Year’s resolutions it won’t keep.
Many investors know that the value of their mutual fund shares fluctuates daily. They track the price or Net Asset Value (NAV) and watch their overall balance grow. But as the end of the year approaches, a surprise can be waiting—a large tax bill generated not by selling their own shares, but by the fund manager's internal trading.