Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. For one, it can be a better instrument for growing retirement savings. But, without pensions, employees also can’t predict an exact monthly income for their retirement.

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Retirement Pension Retirement Financial Advisor Planning 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.

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Investing Investments Asset Allocation Assets 52

Tucker Advisors

SEPTEMBER 27, 2021

This trend is causing ripple effects in the general public, especially among those who are getting closer to retirement age and want to protect their savings from market volatility. Private policyholders of indexed annuities enjoy the same protection from risk as these giant corporations. References. Sources: 1.

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Insurance Banking Financial Advisor Investing 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. Absolutely.

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Assets Management Investments Investing 147

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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Insurance Retirement Financial Advisor License 59

The Big Picture

JANUARY 14, 2025

They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. So let’s talk about a white paper that you wrote titled The Evolution of Alpha. This is a white paper I wrote from my clear alpha C-I-O-C-E-O hat.

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Management Investing Investments Assets 147