The past year has tested the mettle of investment managers across the board. And, at PWL, we stand behind our investment philosophy, which has weathered the storm.
Investors who purchased products that offered a Guaranteed Minimum Withdrawal Benefit (GMWB) are now realizing that security has a price, and are now facing changes in the terms of the contract. In effect, customers will be paying more for fewer returns from the same instrument.
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By: Anthony S. Layton
It’s important to take stock of the impact the market turmoil has had on your overall financial plan.
‘Tis the season for home renovations – and this year, we have some significant financial incentives to get those projects off the ground.
Do you have capital losses while your spouse has gains? We have a strategy for you!