Global Atlantic, MassMutual Put 25% of Cash and Invested Assets in Private Credit: Moody's

Published on June 20, 2025

While returns may be higher, outsiders' view can be blurrier, the rating agency says.

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Treasury Yields Snapshot: June 20, 2025

June 20, 2025
The yield on the 10-year note ended June 20, 2025 at 4.38%. Meanwhile, the 2-year note ended at 3.90% and the 30-year note ended at 4.89%.

Should These Clients Buy an Annuity? Two Case Studies

June 20, 2025
While not a fit for all clients, annuities can help address several common retirement planning concerns.      Related StoriesTrust as IRA Beneficiary? Avoid These MistakesHow to Avoid RMD Mistakes Around Roth ConversionsSymetra and Pacific Life Sued Over Annuity Beneficiary Changes