Remove 2015 Remove Consultants Remove Mutual Funds
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Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Sara Grillo

Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015.

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"Rule Breaker Investing" Brings Back Insight on Being a For-Person, the Challenges of Selling a Business, and More

The Motley Fool

We've delivered a new podcast every week since July of 2015, 400 plus weeks without repetition. Blast from the Past Number 1: This one comes from December 9th, 2015, that Rule Breaker Investing podcast, just three months in for this podcast. Not to demean it, but the phrase private service is rarely used. This approach suits me.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

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Transcript: David Einhorn, Greenlight Capital

The Big Picture

They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for?

Capital 117
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Transcript: Ted Seides

The Big Picture

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. I think it was 2015.

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Transcript: Marta Norton

The Big Picture

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: They can be.