Tag: Market Volatility
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168 – The Year Of In-Plan Annuities with Matt Wolniewicz
Many people will experience shock when they open their 401(k) statements this year. Will the growing awareness of market risk open the doors for more …
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SPECIAL EPISODE – From the Office of the Chief Investment Officer With David Czerniecki
Inflation, war and the risk of a recession is weighing heavily on everyone’s mind. In this special episode, David Czerniecki, Chief Investment Officer…
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149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita Cheng
Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans. Today, we talk about some recent c…
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SPECIAL EPISODE – David Czerniecki Discusses Inflation Trends
Inflation is the topic of the day. How high will it go? How long will it last? In a special episode, David Czerniecki, Chief Investment Officer for Na…
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139 What’s Different This Time When Saving For Retirement With Byron Boston
Yes, markets do run in repeating cycles. However, the best traders ask themselves, “What’s different this time?” Byron Boston, CEO of Dynex Capital ex…
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099 Inventing the Tradable Vix – Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
The CBOE was founded in 1973. However, it wasn’t until 2002 that the investment community could actually trade on the VIX – the volatility index – tha…
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095 Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
Cyrus Bamji and Colin Devine from The Alliance for Lifetime Income join us today to talk about a number of pressing topics in retirement. We cover the…
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066 Uncovering New Risks in Retirement With Jamie Hopkins
Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research for the Carson Group, joins us to talk about how the pandemic …
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039 How To Tactfully Talk About Income Guarantees in Terrible Times
If you purchased or sold an annuity before February you should be dancing in the street. Anyone who is remotely considering purchasing an annuity sho…
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037 Coronavirus, Annuities, & Bonds With Chris White
Today, we continue our conversation on the how Covid-19 will impact the annuity market in 2020. We explore a number of very interesting threads in the…