If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

The investment seeks to exceed the performance of the Bloomberg U.S. Aggregate Bond Index. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its objective by ...