Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Without your knowing, your investment portfolio could be off-kilter.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.