I smacked my forehead in frustration at a story about annuities in last week’s issue (October 15) of Barron’s. One shouldn’t expect Barron’s to know a lot about annuities, because its sweet spot is stocks and bonds. But still. The author of the article tried …
One of the buzz-phrases in the retirement income world today is “product allocation.” Most people are familiar with “asset allocation.” It means dividing your savings among stocks, bonds, and cash (and perhaps commodities and real estate trusts) in a proportion that reflects your appetite for …
Sophisticated investors sometimes use “collar” strategies to protect their investments. When someone has a collar around a stock, for instance, he or she obtains the right to sell it at a certain price (by buying a “protective put”) and gives someone else the right to …
Annuity FYI has a You Tube channel devoted to annuity videos. You can find information about variable annuities, fixed annuities, immediate annuities, indexed annuities and much more. Each video is less than two minutes long and is easy to understand, according to press release “Annuity …
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