Articles
Harvard Business review- The Crisis in retirement income planning
The legal reserve system- The safety backstops of insurance companies explained
Wharton Business School- Facts and functions of indexed annuities
Forbes article- Explaining the safety mechanisms of various investments
Morningstar Study- Withdrawal rate study of traditional portfolios
Wall Street Journal report- Say goodbye to 4% rule
NY Times Article- 4% rule doesn’t exist
Wharton Business School- Indexed annuities results
Does Buying an Annuity Make You Happier?
Mututal Funds: The Good Bad and Ugly
Helping to Protect Clients Into the Future
The Top Misconceptions About Active Management
Bond Risks Explained
Tactical Investing Yields Success
Roth Conversion Tax Code
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Investment advisory services offered through Virtue Capitol Management, a SEC-Registered Investment Advisor. Virtue Capitol Management does not provide legal or tax advice. Investment Advisor Representatives of Virtue Capitol Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Synergy Wealth Management. Securities transactions for Virtue Capitol Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Com