Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
Distinguishing CRATs From CRUTs
By Staff WriterCharitable remainder trusts are typically categorized into 2 types, each being defined by the structure of the income stream. A charitable remainder annuity trust, or ...
December 10, 2006
Using VAs In A CRATA couple wants to take income from highly appreciated assets, give some of those assets to charity, avoid capital gains tax on the transfer and ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...
December 01, 2006
Low profile, high upsideSome advisors crave the spotlight that comes with having a stable of wealthy, powerful and famous A-list clients. Others such as certified financial planner Nancy L. Jones are content to toil in relative anonymity, serving everyday folks of more
December 01, 2006
The Fed's Role in Community DevelopmentThe Federal Reserve Board and community development financial institutions (CDFIs) have a shared goal: to increase economic opportunity for low-income individuals. That was the message...
November 30, 2006
Low profile, high upsideSome advisors crave the spotlight that comes with having a stable of wealthy, powerful and famous A-list clients. Others such as certified financial planner Nancy L. Jones are content to toil in relative anonymity, serving everyday folks of more
November 18, 2006
Insurer Adds VA Income And Death Benefit GuaranteesA unit of Ohio National Mutual Holdings Inc. has introduced 3 variable annuity riders.Ohio National Financial Services, Cincinnati, is selling the Guaranteed Minimum Income Benefit ...