Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.