Author: awbfinancial4

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Comparing CDs and Annuities

What You Need to Know CDs 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....

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Chubb and SentinelOne® Partner to Enhance Cyber Risk Management

Chubb leverages industry-leading security solutions to help policyholders enhance cyber defenses and help protect businesses from emerging threats New York, NY (Oct. 26, 2023) – Chubb, the world’s largest publicly traded property & casualty...

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Dynasty to Help Life Settlement Firm Add Wealth Services

Abacus Life, a life settlement company, has picked Dynasty Financial Partners to help it start a wealth division. Abacus CEO Jay Jackson said working with Dynasty to provide financial planning and investment management services “is...

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How Adding Riskier Assets Can Lower Portfolio Risk

To David Scranton, CEO of Sound Income Group, “the real magic” is “the ability to get competitive returns with less risk.” Scranton, in an interview with ThinkAdvisor, argues that “adding a little bit of...