Beware the Oncoming Long Term Care Tsunami

America’s healthcare system is going through huge changes in preparation for the growing medical demands of the Baby Boomer generation. Over the next three decades, the United States will see unprecedented growth in its senior population as the Baby Boomer generation (born between 1946-1964) ages. Increases in healthcare demands will be seen throughout the healthcare industry, with the greatest impacts anticipated in hospitals, skilled nursing, assisted living, and residential care facilities.

Things You Need to Know About Retiring in 10 Years

Retirement planning can be pretty challenging if you have not prepared ahead of time. It is important to assess your savings for retirement throughout but it becomes more critical during the retirement red zone. Ten years before or after retirement are regarded as a red zone by financial professionals. How your retirement portfolio behaves during this time determines your standard of living after you retire.

Gaining Tax Benefits Using Fixed Index Annuities

If you want to save your hard earned money, you’ll have to learn how to jump through legal hoops in the tax code. The latest of these is the SECURE Act signed by President Trump. Among the most efficient ways to make the greatest use of your money is fixed index annuities. The SECURE Act, for the first time, lets you roll up your 401(k) and other savings accounts into a tax-free annuity.

Fixed Income 2: Finding Attractive Income Opportunities in a Yieldless World

A monthly performance review of Durig’s high yielding Fixed Income 2 (FX2) Managed Income Portfolio which also explores the many benefits that the portfolio can provide to investors.

(performance is reported net of fee, as of 2-20-20)

Performance Highlights

  • Over 6% in Cash Generation Alone
  • Year-to-Date Return of 6.20%
  • Trailing 1 Year Return of 7.72%
  • Trailing 3 Year Return of 9.03%
  • Trailing 5 Year Return of 9.13%
  • Annualized Return Since Inception of 8.72%
  • Average Bond Maturity of 4 Years
  • Alpha of 10.58 (vs. Benchmark)*
  • Beta of -1.22 (vs. Benchmark)*
  • Excess Return of 4.32% (vs. Benchmark)*

The European Dividend Aristocrats: A Global Income Solution

Announcing Durig’s latest addition to its portfolio of income solutions, the European Dividend Aristocrats Portfolio. This one of a kind portfolio targets 20 high yielding blue-chip stocks* (the actual securities held in the portfolio are American Depository Receipts and trade just like stocks) listed on various European exchanges for investment and was designed to produce high levels of dividend income and even the potential for growth of income over time. The idea is to invest only in the stocks of companies with a current high dividend and a long history of continuous annual dividend increases. Focusing investment on companies that increase their dividends annually should position the portfolio to consistently capture to the “cream of the crop” of higher dividend companies of a variety of  European exchanges.

Dogs of Europe: A One of a Kind Income Solution

We are thrilled to introduce the latest addition to Durig’s portfolio of investment solutions, the Dogs of Europe.  Designed to capture the high quality dividends of European Blue Chips with the potential to grow income over time, this new portfolio strategy allows investors to participate in European equity trends with the help and support of a registered investment advisor in the United States.

A Global Investor’s Alternative

Relationships Founded in Trust for Global Investors

A Registered Financial Advisor such as Durig is a fiduciary and have the duty to always act in the best interests of their clients.  Because of this duty, the incentive / fee structure is built into the relationship to ensure that advisors compensation is tied directly to the clients’ success.

The nature of the relationship between a client and a registered investment advisor is a bit different than other financial professionals, especially around the globe.

Why a Fiduciary?

In this article, Durig explores what it means to be a fiduciary, benefits of working with one, and their fundamental differences from other types of financial professionals.

What is a Fiduciary?

Registered Financial Advisors are fiduciaries, and are held to a much higher and completely different standard of care for their clients than other types of financial professionals. A fiduciary must always act in their clients best interests.