Advisor Perspectives April 9 & 16 Issues

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What are some ways a reverse mortgage can help preserve an investment portfolio?

Refinance a traditional mortgage to avoid making mortgage payments in early years of retirement

To break a bridge to support the delay of Social Security benefits while taking excess distributions from an investment portfolio

Invest distributions from an investment portfolio while creating greater pressure on the portfolio when markets are looking bleak

View portfolio in isolation.

Today, corporate bonds are a large part of what market?

Overall fixed income market

Alternative investments

Equities

Futures and derivatives

According to Michael Lebowitz, what is one reason to continue a bullish sentiment during this late expansion?

The stock market's rebound since December

Bond markets signaling concern

Disappointing economic data in 2018

Global economic slowdowns

What is a topic not covered in "The Prosperity Paradox: How Innovation Can Lift Nations Out of Poverty"?

Declining GDP in developing countries

Eradicating poverty

Market-creating innovations

Mormon missionaries

Why was it difficult to buy inexpensive prescription eyeglasses in Mexico, according to "The Prosperity Paradox: How Innovation Can Lift Nations Out of Poverty"?

Production too expensive

Frames and lenses too expensive

An inexpensive vendor was not selling them

Protests caused production halts

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Advisor Perspectives April 9 & 16 Issues

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