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I Hate Annuities

This is a myth.  I don’t use some of them, the expensive ridiculously high commissioned restrictive poorly performing ones.  But I agree with the authors of the article below:  I neither like nor dislike “annuities” as a class because they are a widely divergent collection of financial tools.  Some are indespensible and some are useless.  …Read More


Follow Your Gut

I want to profusely thank Brian Love for his excellent Behavioral Finance article in the latest issue of Financial Advisor IQ (The Incredible “Shrinking” Advisor).  Love’s article reiterates why the most important aspect of our profession is not securities analysis or projecting rates of return.  So I title this post with the myth that you should …Read More