AXA Trumpets a Treasury-Linked VA Rider

AXA Equitable Life (and its trademark gorilla) have bounced back from the financial crisis with a novel variable annuity rider that pegs guaranteed accumulation and withdrawal rates to the 10-year Treasury rate, plus one percent.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
Featured

A Decade to Remember. Or Not.

The president of PPCA, Inc., and Target Date Solutions looks back at the worst calendar-decade for U.S. stocks since the beginning of the Great Depression, and offers his informed perspective on TDFs.
News

Bernanke Blames Crisis on Regulatory Failure

The Fed's vice chairman, Donald Kohn, added that the fragile economic recovery would “warrant exceptionally low” interest rates “for an extended period.”

And In Comes 2010

I predict that the next decade will be very much like the last one, only more so. Interest rates are my top-of-mind issue.