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Investment Needs

Help your clients meet their retirement goals in all of life's stages.

Featured Articles

Advisor Authority

Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X

12/11/2017

Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report,  we will help you better understand the unique priorities, preferences, and concerns.

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Videos

Exchange your annuity to Monument Advisor

04/17/2018

Some traditional variable annuities can drag down investment performance. Fortunately, you can exchange your legacy annuity for a low-cost, investment-only VA.

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Case-Studies

The Stretch

04/18/2018

Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. To give his clients more control over their legacies, learn how Mr. Padilla leveraged the Stretch Payout Option available at Nationwide advisory solutions.

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Videos

Tax-Smart Retirement Investing with Monument Advisor

04/17/2018

Relatively low contribution limits in IRAs and 401(k)s may not be enough for many high-earning clients. Monument Advisor can help.

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Most Recent

Advisor Authority

Advisor Authority 2019 Chapter 3: Millennials and Generation X | Targeting the Emerging Market of New Investors

02/20/2020

Chapter 3

Millennials and Generation X: Targeting the Emerging Market of New Investors

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Whitepapers

SECURE Act personal planning impacts and overview

01/10/2020

The SECURE Act changes distribution, contribution and inheritance laws including moving the required minimum distribution age to 72. Download the white paper to learn more.

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