John Stevenson

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Articles

Serving Retirees According to Your Expertise

Nov 18, 2024 | thinkadvisor.com | John Stevenson

Many clients want retirement income guarantees. One fiduciary could handle the products with income guarantees. Another fiduciary could handle the products that expose the holder to market risk. Retirees right now are being inundated with marketing from advisors who are fighting for their business. It can be hard for those retirees to decide which advisor is best for their unique situation. By learning to market yourself, you can grow your practice effectively and also do more to serve retirees.
Why RILAs Hit All Time High In 2023

Oct 24, 2024 | annuity.org | John Stevenson |Michael Santiago

Annuity.org has provided reliable, accurate financial information to consumers since 2013. We adhere to ethical journalism practices, including presenting honest, unbiased information that follows Associated Press style guidelines and reporting facts from reliable, attributed sources. Our objective is to deliver the most comprehensive explanation of annuities and financial literacy topics using plain, straightforward language.
What Fed Rate Cuts Mean for the Annuity Market: A Comprehensive Guide

Sep 27, 2024 | annuity.org | John Stevenson |Michael Santiago

Annuity.org has provided reliable, accurate financial information to consumers since 2013. We adhere to ethical journalism practices, including presenting honest, unbiased information that follows Associated Press style guidelines and reporting facts from reliable, attributed sources. Our objective is to deliver the most comprehensive explanation of annuities and financial literacy topics using plain, straightforward language.
Why a Multi-Year Guaranteed Annuity Could Make Sense Right Now

Sep 20, 2024 | annuity.org | John Stevenson |Katie Marshall |Michael Santiago

Annuity.org has provided reliable, accurate financial information to consumers since 2013. We adhere to ethical journalism practices, including presenting honest, unbiased information that follows Associated Press style guidelines and reporting facts from reliable, attributed sources. Our objective is to deliver the most comprehensive explanation of annuities and financial literacy topics using plain, straightforward language.
Help Clients Diversify a Portfolio With Annuities

Sep 19, 2024 | thinkadvisor.com | John Stevenson |Allison Bell

Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary September 19, 2024 at 04:47 AM Share & Print What You Need to Know Keeping all assets in the...
5 Ways to Be a Financial Super Hero

Jul 25, 2024 | thinkadvisor.com | John Stevenson |Allison Bell

Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Best Practices July 25, 2024 at 11:34 PM Share & Print I recently had the opportunity to meet with a...
Paper, Not Plastic

Jul 1, 2024 | greenvillebusinessmag.com | John Stevenson

(Photo: Benjamin Moore, founder of Bubble Paper. Photo by Amy Randall Photography)Benjamin Moore is on quite theprofessional roll of late. In April, the Central nativeand founder of Bubble Paper learned his company had earned Company of the Yearhonors from the South Carolina Research Authority.
What Share of a Portfolio Should Go Into Annuities?

Mar 10, 2024 | thinkadvisor.com | John Stevenson |Allison Bell

What You Need to KnowInsurers typically cap the percentage of liquid assets that clients can put in annuities. All clients need some cash and cash equivalents. Clients with large nest eggs may want annuity income, an emergency fund and inflation protection. Clients often ask me about the exact percentage of the portfolio that should go into annuity contracts. My answer is usually, “It depends”. Every person’s financial needs are different as well as their risk tolerance.
Getting Deeper Into Annuities

Dec 27, 2023 | thinkadvisor.com | John Stevenson |Allison Bell

What You Need to KnowThe clients are getting older. Some are willing to pay for guarantees. One possible hitch: You might not yet know a lot about annuities. If you’re an advisor trying to help more clients with annuities, and you also want to make sure you do it right, then going beyond the basics is important.
Comparing CDs and Annuities

Nov 8, 2023 | thinkadvisor.com | John Stevenson |Allison Bell

What You Need to KnowCDs and annuities can both keep money safe. Some products could offer a higher rate of return. Some products could hit harder if a client takes cash out early. Bank certificates of deposit, or CDs, and annuities are two popular and safe investment options that can provide a steady income stream for investors. Both have advantages and disadvantages that depend on a client’s financial goals, time horizon, and risk tolerance.