The Performance and Returns on Index Interest

Hopefully, in the near future, Index Interest will have its own category in a portfolio and will receive recognition as such, in the overall world of asset allocation and ...
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Devil’s Advocate: Understanding the Shortcomings of Index Interest

We’ve discussed before the concept of classifying index interest as an asset class. Continuing along that thread, there are other sides to the argument – making it necessary ...
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Tax Maze: How Index Interest Taxation Works

Index interest products are taxed in a slightly different way from what many investors are used to, so a brief overview of how each product is treated under the current ...
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Does Index Interest Have a Place in Modern Portfolio Theory?

Modern portfolio theory and asset allocation have been the foundations of investing for the last 50 years. The overall strategy was to diversify investments between three ...
Key

The Key to Income Riders

Income riders were first introduced on variable annuities as a way of providing a guaranteed income off of an asset that was subject to market ups and downs. The idea was ...

Index Interest 101: Understanding How it Works

Index interest is a broad term I started using a few years ago to describe a class of assets that had a wide variety of names, but all functioned in the same manner. I don’t ...