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Evaluating the Role of Fixed Index Annuities in an Optimized Portfolio

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Evaluating the Role of Fixed Index Annuities in an Optimized Portfolio

For decades, stocks and bonds have made up the bulk work of how the financial industry evaluates which blend of asset classes makes for an optimized portfolio. WealthVest has incorporated fixed index annuities to the mix.

PR Newswire

BOZEMAN, Mont., Aug. 28, 2018 /PRNewswire-PRWeb/ -- For decades, stocks and bonds have made up the bulk work of how the financial industry evaluates which blend of asset classes makes for an optimized portfolio.

The newly updated, consumer-facing white paper, Rethinking Retirement: The Role of Fixed Index Annuities in an Optimized Portfolio in 2018 (link), is a must-read for clients and financial professionals alike. It includes:

  • How fixed index annuities (FIAs) improve Sharpe ratios when looking at different time periods.
  • A set of research comparable to work Roger Ibbotson did in his whitepaper, Fixed Index Annuities: Consider the Alternative. WealthVest evaluates his set of analyses and incorporates its own.
  • A discussion of the efficient frontier and where FIAs, stocks, and bonds fit into the mix for different age groups.

Authored by Jack Marion, Drew Dokken, and Wade Dokken, the paper highlights the fact that adding FIAs in an optimized portfolio can help balance risks and returns and should be considered as a portion of retirement assets.

 

SOURCE Wealthvest Marketing, Inc.

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