What is a Unit Investment Trust?
This is the third article in a short series. You may want to start at the beginning, Three Really Good Questions
Insights & Other Important Communication
This is the third article in a short series. You may want to start at the beginning, Three Really Good Questions
This is the second article in a short series. You may want to read the introduction to the series: Three Really Good Questions
I generally avoid posting about newsworthy topics. The media is a much more efficient outlet of news that this website. However, occasionally there is a newsworthy event which needs to be addressed. Last week the Des Moines Register reported that Aviva plc would "consider offers" for Aviva USA and then yesterday evening I saw stories on the local news further worrying what would happen if one of the region's largest employers were to be sold. Aviva is strong insurance company and they have produced some great financial products. For those clients who own Aviva products, I thought it may be helpful to address how all of this speculation may affect you.
I remember the day clearly. It was 2001 just after the internet bubble had burst but before 9-11. A potential new client walked in and asked to meet with me. I was available so she was brought into my office