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Blog : High Net Worth Fiduciary

How no-commission annuities can provide superior performance and reduced volatility over tax-inefficient bond or short-term capital gain portfolios

Summary: No-commission annuities offer lower-expenses and better performance for clients that can enhance returns over traditional bond-investing. To earn CFP continuing education credits for reading this article, email support@colvaservices.com Bond investing in rising interest rate environments versus tax-deferred annuity growth With equity markets at all-time highs and in the face of increasing interest rates, the current economi...

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High Net Worth Fiduciary: Providing high net worth clients with specialized advice

High net worth individuals have a multitude of needs that require specialized expertise and attention:  strategies to avoid estate taxes so that wealth being passed on to beneficiaries can be maximized, tax-deferral/tax avoidance strategies to avoid paying high marginal tax rates on income, etc. These strategies often require counsel from attorneys or specialists with high level expertise in life insurance and other products.  While experien...

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