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Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio