What Lessons Should Investors Take From the WeWork Debacle?

November 7 2019

by Kati Hess

The longest bull market in history is about to enter its 11th year. During that time, the red-hot tech IPO has become a frequent phenomenon. Facebook. Twitter. Snapchat. Alibaba. Uber. These companies and more have all made their debut as publicly-traded companies in the last decade.   Sometimes these IPOs work out for investors. That… Read More

Related terms: Uncategorized



How Did The Market Perform in October?

The equity markets surged in October, fueled by a combination of Fed rate cuts, strong corporate earnings, and renewed optimism for a breakthrough in US-China trade talks. The major indexes had the following returns: NASDAQ – 3.71% Russell 2000 – 2.63% S&P 500 – 2.17% DJIA – 0.59% Rate Cuts The Federal Reserve cut rates… Read More


What Does the Impeachment Inquiry Mean for the Financial Markets?

It’s been more than a week since Nancy Pelosi announced that the House of Representatives would open a formal impeachment inquiry into President Trump. Since that time, the S&P 500 is down more than 2.66%.   Is the market’s slide directly correlated to the impeachment inquiry? The president thinks so. In a tweet on October… Read More


And We’re Live…Why LinkedIn Live is a Great Tool

September 16 2019

by Kati Hess

Have you received a notification in the last couple of months letting you know you have gained access to LinkedIn Live? Yes? No? Either way, you’re not alone. LinkedIn Live is one of LinkedIn’s newest rollout features being used to help stay on track and (in some cases) ahead of the crowd when it comes… Read More

Related terms: LinkedIn, Marketing



Why Is the Fed Cutting Rates? And What Does It Mean for Your Clients?

September 16 2019

by CreativeOne - www.creativeone.com

A recent Bloomberg survey found that economists think the Fed will cut the federal funds rate by a quarter-point in their next meeting on Wednesday, September 18.   The survey also found that economists expect another cut later in 2019 to bring the overnight lending rate down to 1.75%.1   The Fed cut rates in… Read More


The SECURE Act: Why It Could Bring Big Changes to 401(k)s, IRAs, and Annuities

September 12 2019

by CreativeOne - www.creativeone.com

The SECURE Act continues its journey through the Capitol.   The Setting Every Community Up for Retirement Enhancement (SECURE) Act first made an appearance on Capitol Hill in 2016. However, it finally made substantial progress in May of this year when it passed through the House of Representatives with overwhelming bipartisan support. The bill is… Read More


Clients Need $50k in Income? 4 Innovative Options

September 5 2019

by CreativeOne - www.creativeone.com

It’s a familiar scenario for any financial advisor who works with retirees. You sit down with a couple who has saved a significant amount of retirement assets over the course of their career. As they approach retirement, they’re looking for a way to convert those assets into income that will last for life. CreativeOne Sales… Read More


New FIA Solutions from AIG now on RetireUp

September 5 2019

by CreativeOne - www.creativeone.com

We are pleased to announce that the AIG Power Select Plus Income & Power Select Builder are now a part of the RetireUp Pro product platform!  Producers that utilize RetireUp Pro to assist their clients in structuring sustainable retirement income plans will now be able to incorporate the Power Select Plus Income and Power Select… Read More


Trump’s Labor Secretary Nominee is No Fan of the Fiduciary Rule

September 4 2019

by CreativeOne - www.creativeone.com

President Trump’s pick to lead the Labor Department has a long history with the department’s “fiduciary rule.”   Eugene Scalia was tapped by Trump for Labor Secretary nominee in July, after the resignation of former Secretary Alex Acosta. Acosta resigned primarily because of his past involvement in a 2008 plea deal with Jeffrey Epstein. Scalia… Read More


Fee-Based Annuities? Positive Developments from the IRS

September 3 2019

by CreativeOne - www.creativeone.com

In August, the IRS delivered a sign of hope for fee-only advisors who want to offer annuities to their clients.   The IRS issues private letter rulings (PLR) to Nationwide, Lincoln Financial, and Great American Insurance that allows up to 1.5% to be deducted from their non-qualified annuity products each year without triggering a taxable… Read More


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