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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Investing Ideas
THE ARITHMETIC OF ASYMMETRY
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Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
Market Outlooks
Weekly Market Snapshot: June 18, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - June 21, 2021
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When investing a lump sum, the sequence of returns are less meaningful than just staying invested. If periodic investments or withdrawals are made, the sequence of returns has a major impact on the final portfolio outcome.
Market Outlooks
BMO Market Charts - June 11, 2021
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When investing a lump sum, the sequence of returns are less meaningful than just staying invested. If periodic investments or withdrawals are made, the sequence of returns has a major impact on the final portfolio outcome.
Market Outlooks
Weekly Market Snapshot: June 11, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - June 7, 2021
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Investors have a strong preference for investing in companies that reside in their backyards, which may lead to a lack of diversification.
Market Outlooks
Weekly Market Snapshot: June 4, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: May 21, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - May 24, 2021
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Strong investor demand, limited supply, and Federal stimulus measures have supported the price recovery in municipal bonds following last spring’s pandemic-fueled selloff.