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So far S has created 2 blog entries.

1040 Tax Guide

WealthVest has put together the following kit to help guide advisors in lessening their client’s tax burden as well as understanding their clients’ investments better. This tool is meant to be used with advisor’s clients and their client’s tax advisor as a way of determining when and how a tax-deferred investment may make sense for […]

By |April 1st, 2019|White Papers|0 Comments

Bear Market Insurance

Bear markets often catch investors unaware. This whitepaper examines many historical bear markets and looks at their impact on portfolios, the time required to recoup losses and the market valuations at their respective peaks. The whitepaper also identifies current market valuations coming into 2019. Throughout the whitepaper, fixed index annuities are identified as a way […]

By |December 21st, 2018|White Papers|0 Comments