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Michael Freeman

DDW Review of Blackstone Real Estate Income Trust Valuation Methodology

How real estate managers value their underlying properties has come up in the news recently. The...

Active ETFs Good or Bad? But Certainly Needs Some Thought!

We first saw these types of products mostly restricted to the fixed income asset class, but we are...

DOL Changes

relationship is formed. In tandem, the DOL also released their final amendments to prohibited...

Regulations Driving Annuity Product Development

As a reminder, Interim Value is used to calculate account value when a client withdraws money,...

DDW Annual Client Conference 2024

Thank you to an amazing group of clients who attended the DDW Client Conference this week. We...

Variable Annuities Sales are Coming with the Risk On Trade

As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product...

What happens when FINRA's President interviews the SEC's Chairman?

Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated...

What a "Product Diversified" Portfolio Really Means

Over the last 12 months, we have seen the fed funds rate increase by 4.5%, directly affecting...