Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions. As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned.
Quarterly Market Outlook and Strategy Report
Leigh Bivings, Ph.D., CFP®, CDFA™
October 31, 2022
In light of the poor performance of a classic 60% public equity and 40% bond portfolio in 2022, this report focuses on the ‘allure’ of
