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.
Q4 Market Outlook and Strategy for 2021
Leigh Bivings, Ph.D., CFP®, CDFA™
January 30, 2021
This quarter’s report begins with a year-end summary of the markets in 2020 (and what a year it was!) before turning to our outlook and
