Charles Baldwin, Author at Independent Wealth + Business Advisory

Author: Charles Baldwin

Third Quarter Disappointment: What’s Next?

Driven by an upsurge in the “Magnificent Seven” tech stocks, the S&P gained 16.9% through Q2 while the rest of the market was essentially flat. Q3 had a promising start in July, only to see equity markets falter in August and September as reflected in Q3 results for the three major U.S. market indexes: S&P 500 -3.65%, Dow Jones Industrial...

Life Insurance as an Asset Class

An asset class is any category of investment that might be held in a liquid investment portfolio. For example, large and small company U.S. stocks, international stocks, bonds, etc. Life insurance is not an investment and would not be directly held in an investment portfolio but can be an important complement to the fixed income, or bond portion, of a...

Life Insurance – A Primer

Life insurance comes in many flavors: Whole Life, Term, Universal Life, Variable Universal Life, and Indexed Universal Life. Which one is right for you? I’m sure you’ve guessed the answer: “It depends.” On what? Your objectives, tolerance for risk, health and age, and family or business circumstances, to name a few.

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Third Quarter Disappointment: What’s Next?

Life Insurance as an Asset Class

Life Insurance – A Primer