Heads I Win, Tails You Lose
The promises in some variable annuities are too good to be true–a realization being made by the insurers that made them. You can learn...
“Besieged” by Variable Annuity Cases
In 2012 variable annuity cases were the only class of security where arbitration cases increased. Recently, Diany Nygaard, a Kansas City, MO based lawyer...
Your Personal Financial Security Part II
Every Christmas we give our kids their age in cash—a tradition that began with Becky’s parents—making it fun to get older. Hard cold cash...
A Guaranteed Investment
You know there aren't many guaranteed investments out there today. But If you are a participant in a defined contribution plan, such as a...
Your Personal Financial Security Part I
Your personal financial security may not be as strong as it should be. You may be more vulnerable than you think. I called a...
Quantum Dawn 2
Over the Summer some Wall Street banks ran a crisis scenario in which "bank executives in charge of operations, technology and crisis planning were...
“Don’t Fight the Fed.” All the Time?
Don't fight the Fed is the mantra of many investors today, but don't fight the Fed is a dangerous strategy late in an economic...
How Vanguard Wellesley Won the War
You want to keep this chart on your refrigerator because there's been a lot of talk in the press lately about 2008. Looking back...
High Yield Risk
I was listing to WEEI sports radio last week when I heard an advertisement pushing structured settlement investments. The juicy 5%-7% yields are hard...
Make the Best Use of Tax Deferred Accounts
A recent article in Financial Planning noted that investors can generate 20 to 50 basis points each year in return by properly allocating assets...