Understanding Taxable Equivalent Yield

When it comes to investing, a key consideration is the yield (or return) expected on investments. It’s important to understand that not all yields are created equal, especially when taxes are involved.

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The Role of Risk Premium in Financial Planning

In this blog, we’ll explore risk premium with a focus on Multi-Year Guaranteed Annuities (MYGAs), using a case study to illustrate their importance in a diversified portfolio. Risk premium represents the extra return demanded by a planner when opting for a high-risk investment instead of a risk-free one.

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