Click to Enlarge The $109 Trillion Global Stock Market in 2023 Here are the world’s major equity markets based on global market cap share as of Q2 2023: Country / Region Market Cap Share (%) U.S. $46.2T 42.5% EU $12.1T 11.1% China $11.5T 10.6% Japan $5.8T 5.4% Hong Kong $4.3T 4.0% UK $3.2T 2.9% Canada […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters II Hybrid […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Minnesota Life SecureCare III […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the OneAmerica State Life Asset […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Brighthouse SmartCare Hybrid LTC […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Lincoln MoneyGuard Fixed Advantage […]
Long Term Care University – Question of the Month – 09/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters Together […]
Click to Enlarge How Long Does It Take For Your Money to Double? The rule of 72 is a classic shortcut that estimates how long it takes to double your investment. Historical Asset Returns Here’s how often different assets double, based on historical returns between 1928 and 2022: Asset Average Annual Return 1928-2022 # of […]
Money Matters – Skloff Financial Group Question of the Month – September 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2. Are all withdrawals from Roth IRAs tax free? The Problem — Knowing When Roth IRA […]